Has anyone reviewed the Kerrisdale memo on Globalstar? Is it really necessary to stuff all of your research notes and every word from your expert interview in the report? Seems more convoluted than anything else. The thesis could easily be summarized in five pages or fewer.
| +79 | What happens if you flame out of HF? | 22 | 15h |
| +52 | When giving reference to a sexist - would you care? | 9 | 19h |
| +30 | Middle-aged breaking into HF? | 11 | 1d |
| +29 | I'm a Pod PM - Ask Me Anything | 12 | 1h |
| +17 | PE to SM HF | 3 | 18h |
| +10 | MSc advice for fixed income / macro HF path | 2 | 3d |
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| +1 | CD&R vs Carlyle vs Veritas vs Bain vs Apax | 4 | 3h |
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Still haven't read the entire thing, but if you're essentially calling a co a complete piece of shit, then you better have the evidence to back it up. Why not provide more than enough evidence to prove your point? Ever read one of Ackman's long ass presentations?
his write up is comparable to an ackman deck
that and the special conference, PT of $0, and declaration of it being the best/highest conviction short of all time.
At least it doesn't need the feds to work.
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