[TimAlerts] Kerrisdale Capital @KerrisdaleCap We are long LXFT, a high-end IT svcs provider trading at depressed valuation. Full report kerr.co/lxft (1/5)

[TimAlerts] Kerrisdale Capital @KerrisdaleCap We're short $AG, a $2B silver miner trading at 5x NAV after paying stock promoters to pump it. Full report at kerr.co/ag 1/4

[TimAlerts] Kerrisdale Capital @KerrisdaleCap $DISH: We sent a Form 3949-A to the IRS reporting a suspected tax law violation by $DISH. ~$1B/yr in improper spectrum amortization. (1/3)

[TimAlerts] Kerrisdale Capital @KerrisdaleCap We are indeed short $DISH. We haven't chosen to discuss it publicly yet. When we do, we'll have a lot to say.

[TimAlerts] 43s KerrisdaleCap's avatar Kerrisdale Capital @KerrisdaleCap We're short ZFGN. Stock worth at most $3, 65% downside. The report is at kerr.co/zfgn 1/5

[TimAlerts] Kerrisdale Capital @KerrisdaleCap ZFGN drug causes 4-5% weight loss in exchange for ~4x risk of death, ~70x risk of death by pulmonary embolism. Dangerous&unapprovable 3/5

[TimAlerts] Kerrisdale Capital @KerrisdaleCap We're short $STRP. Report available at kerr.co/strp. Stock's mostly worthless, downside >90%. Spectrum hype a la $GSAT. (1/5)

[TimAlerts] Activist Shorts @ActivistShorts Sahm Adrangi tells us @KerrisdaleCap just posted to VIC that it's long LOCK, calling it "Herbalife 2.0"