Our last semiconductor long $ACMR was up +70% in 47 days after we published our report. We’ll issue a report on our largest position now, another fast-growing semi trading at an absurdly cheap valuation, tmrw

Our $STX writeup below on Seeking Alpha for those researching the name and want to discuss questions / comments in the Seeking Alpha Q&A

$STX is up about 32% since Kerrisdale's long pitch Well done by Kerrisdale Capital

Kerrisdale Capital Seeking Alpha I read this report front to back - did about 2 hours of work on the stock (reading transcripts and public filings, financial stmt analysis, etc - and bought that day - amazing work and right for the right reasons - well done and thank you!