Kerrisdale Capital
@KerrisdaleCap · 9 calls
| Date | Investor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-10-15 | Kerrisdale Capital @KerrisdaleCap | CRWV | “A year ago, we argued $CRWV failed finance’s most basic test: returns below its cost of capital. With shares halved and bonds yielding ~15%, the market is realizing the math doesn’t math” | — | -10 | Tweet ↗ |
| 2026-06-30 | Kerrisdale Capital @KerrisdaleCap | RRX | “We’re long $RRX ... an excellent way to play the upcoming “Physical AI” boom” | Physical AI | +20 | Tweet ↗ |
| 2026-05-19 | Kerrisdale Capital @KerrisdaleCap | MRAM | “... we see fair value at $14/share, representing ~63% downside from current levels.” | — | -20 | Tweet ↗ |
| 2026-05-19 | Kerrisdale Capital @KerrisdaleCap | MRAM | “We are short shares of Everspin Technologies… we see fair value at $14 per share, representing approximately 60% downside from current levels.” | 2027E multiples | -20 | Source ↗ |
| 2026-01-21 | Kerrisdale Capital @KerrisdaleCap | AFRM | “We are short $AFRM. Affirm is a highly levered subprime lender masquerading as “FinTech,” and political scrutiny + the credit cycle is about to expose it.” | credit cycle | -20 | Tweet ↗ |
| 2026-01-21 | Kerrisdale Capital @KerrisdaleCap | AFRM | “We are short shares of Affirm Holdings (AFRM)… Our fair value estimate for Affirm is $17, representing nearly 80% downside from current levels.” | — | -20 | Source ↗ |
| 2025-10-08 | Kerrisdale Capital @KerrisdaleCap | BMNR | “We're short $BMNR. ... RIP DATs” | — | -20 | Tweet ↗ |
| 2025-10-08 | Kerrisdale Capital @KerrisdaleCap | BMNR | “We are short shares of BitMine Immersion (BMNR)… chasing a model that is on its way to extinction… BMNR’s premium is destined to sink further to those of its already rekt peers.” | — | -20 | Source ↗ |
| 2025-09-15 | Kerrisdale Capital @KerrisdaleCap | CRWV | “We are short shares of CoreWeave… We see fair value at $10, 90% downside.” | — | -20 | Source ↗ |