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About This Show
The J Capital Research podcast about capital markets and the art and science of investing. Music: "Avalon Blues" by Mississippi John Hurt. The podcasts are for information purposes only and should not be relied upon as investment advice.
Most Recent Episode
The Short Activist
Sahm Adrangi is the founder and managing partner of Kerrisdale Capital Management. He is most known for short selling and publishing research. He first made a name for himself shorting Chinese companies, but has since broadened his approach to invest in longs and other sectors. Sahm started his financial career in credit – performing high-yield debt refinancings and post-bankruptcy refinancings at Deutsche Bank, as well as advising creditor committees in bankruptcy and out-of-court restructuring situations at Chanin Capital Partners. Subsequent to his investment banking experience, Sahm spent several years at a multi-billion-dollar distressed debt hedge fund, Longacre Management. In this interview he talks about fraud at Chinese reverse mergers, crypto-currencies, and some of his long ideas. Apologies for the rough audio in the first few minutes.