The mastermind behind Kerrisdale’s research- SahmAdrangi

He is a Penn State graduate who landed an internship on Merrill Lynch’s credit desk in NYC through sheer networking and hustle. His diligence, as well as “Clickability,” allowed him to spend additional three years at Merrill while trading credit on the bond desk. At the then $3 billion hedge fund, Longacre, he parlayed this experience into a credit trading role. His time Longacre incidentally overlapped with SahmAdrangi, the current hedge fund founder of Kerrisdale Capita; Management.

Recently, Sahm published a short aggressive piece: NothernDynacity- The Pebble Deposit Isn’t Commercially Viable, that could move the market on 14th February. Many thanks to Adrangi’s piece that thrilled many.

Sahm served on the credit team for Paulson $ Co – the guy who made over $6 billion shorting mortgage bonds after Longacre. Then in the preceding three years, he was a credit PM at Bowrery Investment Management, LLC.

In June 2015, Sahm made a life choice to quit Wall Street given the high cost of living in the New York City, the hours as well as the Perception that things had changed given the industry-wide asset outflows. From the seed capital Sahm made at the Wall Street, he generates a lot of income from good securities, and he still loves investing. He is a great guy who enjoys spending and has made a lucrative amount of money in his PA.

Although the Kerrisdale Capital Management shares research on a variety of industries as well as corporations, Mr. Sahm in recent years focused the efforts of the firm on various specific sectors in which Kerrisdale has created expertise. One area of focus is the biotechnology sector, and Kerrisdale published research on development stage companies such as the Sage Therapeutics, Bavarian Nordic, Zafgen, Unilife, Pulse Biosciences among many others.

Another area of focus is the mining sector, and Sahm has called into question the mining projections as well as market valuations of Northern Dynasty Minerals, First Majestic Silver and other resources firms. Besides, Kerrisdale published many reports on the telecommunication segment, sharing skeptical views on Straight Path Communications, Dish Network, ViaSatInc and Globalstar.

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