Category Archives: Investment Experts

Research Ad Fraud with Sahm Adrangi

Sahm Adrangi is the Founder and Chief Investment Officer of Kerrisdale Capital Management. He has an impressive background and education in the field and has developed a great reputation. He is best known for selling his research. His penchant for finding information and putting it into compiled research papers is to be commended. Sahm Adrangi has been in the business for over 9 years and continues to impress people with his stock market research. He focuses on long-term value investments and special situations.

Kerrisda Capital uses several means to publish the research that they do. At a recent presentation on ad fraud Sahm listed the sites that they use most frequently for posting the research to be shared. Social media and the Kerrisdale website are the two main platforms used to promote the articles and presentations that are compiled and publishes. The presentation had some great points consistent with hi company’s outlook and business savvy ways. Sahm Adrangi discussed Chinese fraud and how fraud can be a good thing when used for a positive thing. He goes on to explain that fraud combines an element of social good within a short activism. The advertisers are being targeted not the consumer in this instance. The advertisers do not get the information out there but do see that the ads are being viewed. However, they might not be being viewed by humans. They might be viewed by computers or by bots.

https://www.valuewalk.com/2018/05/sahm-adrangi-presentation-ad-fraud/

In conclusion, the presentation was informative and enlightening in that it brought to light ad fraud awareness. The research and meticulous findings in this presentation represent how the company works and shows the need for a company that is focusing on short activism. Sahm Adrangi is assisting the public in being aware of real ideas and news subjects. Performing the research and verification of the “fake” news and news sites that publish wrong information is bringing this issue to light.

https://www.crunchbase.com/person/sahm-adrangi

Stansberry Research’s Approach to Berkshire Hathaway Investments

Stansberry Research is a leader in providing well-researched investment guidance to individuals who wish to manage their own investment portfolios. As such, they take great pride in researching and analyzing companies and investments thoroughly to understand past successes and mistakes in the industry. For the average onlooker not well versed in finance or business, the success and growth of Berkshire Hathaway are mythical. Warren Buffett’s ability to amass such wealth consistently over time gives Berkshire Hathaway the reputation of a virtual investment dragon with impenetrable skin. But as experts in investing, once Stansberry Research took a closer look, it found that there are vulnerable areas due to some relatively recent changes in the investment principles of Buffett. To understand fully where these vulnerabilities lie, you must first understand what made Berkshire Hathaway so successful (http://releasefact.com/2018/03/stansberry-research-on-walmart-stock/).

The first thing an investor must have is capital or access to it. If there is no capital, you can not invest and earn returns on that capital. In the 1960s, Warren Buffett found an excellent source of capital – insurance companies. Each insurance companies holds float – the premiums it is paid by its customers that have not yet been paid out for claims. Based on Stansberry Research, by acquiring insurance companies, Warren Buffett gained access to this float. As long as the insurance companies are well run and its customers continue to pay premiums Buffett was able to use this float as capital for his investments. When starting out, Buffett used the float from his insurance companies to invest in highly successful stable companies. By buying into the most successful companies in the world, Buffett was able to create a money-making machine. With the acquisition of more insurance companies, he gained access to more float giving him more money to invest in these virtual institutions Berkshire Hathaway into what it is today.

However, in recent years Buffet began to invest in companies in need of capital, better management or that are heavily regulated. These companies are very different from the American Express and McDonald’s investments Buffett had made previously. With the inclusion of these companies in the Berkshire Hathaway portfolio, Buffett began to see his returns decreasing. This change in investment strategy is a big mistake and can ruin the impressive run Buffett has held onto over the years.