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.
| +31 | Distressed Debt the most right-tail outcome? | 17 | 1d |
| +20 | Disillusioned - what to do | 6 | 6h |
| +10 | Bad GPA, HF offer, lost in life, what do i do? | 7 | 16h |
| +9 | Confused on all the HF fee jargon | 1 | 6d |
| +9 | Take-private spreads: Baldwin Insurance ($7.7B EV) vs a small UK deal like Dianomi (£19M). Same playbook? | 1 | 1d |
| +6 | Ultramarathon/ intense running in HF? | 2 | 4d |
| +6 | HH in London | 2 | 1d |
| +6 | Delete | 4 | 2h |
| +3 | Cubist | 1 | 22h |
| +1 | Timing from Superday to offer | 1 | 3d |
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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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