Sahm Adrangi: An insightful and remarkable investor

Sahm Adrangi has plied his trade along Wall Street for a good number of years. The current Chief Investment officer of Kerrisdale Capital Management is among the most consistent people to have worked on Wall Street. In fact, he helped in the preparation of my recent article titled, An Ode to Those Who Wander.

Sahm traded credit at Merrill Lynch’s credit desk during the first three years of his career after working as an intern at the same place. His hard work landed him a position at Longacre as a credit trader. Paulson & Co soon came calling, and he did not turn down the opportunity to work with their credit team. In 2015 he bid farewell to NYC after spending his final three years at Bowery Investment Management.

There is hardly any room for creative thinkers in the hedge fund world according to the former hedge fund credit trader. According to Sahm, an intact core thesis will allow you to buy shares at cheaper rates even if the stock moves against you. Our mutual love for research has informed most of our business ideas.

Longacre gave him an opportunity to brush shoulders with the founder of Kerrisdale Capital Management, Sahm Adrangi. The eight years of the existence of this firm has seen its worth grow from $ 1 million to $150 million. Other than being actively involved in short selling, Mr. Adrangi has made a name for himself by publishing research papers. The topics range from the business prospects of their firm to the misunderstood overhyped shorts and under-followed longs.

Much of Sahm’s research work focuses on specific sectors including biotechnology; an area that Kerrisdale has invested a lot of its resources. Sahm Adrangi has also taken time to study the telecommunications and mining sector. Sage Therapeutics, Northern Dynasty Minerals, Straight Path Communications and Pulse Biosciences are some of the companies that he has published reports.

The alumnus of Yale University has also become an economic activist influencing the appointment of Morgans Hotel Group back in 2014. Sahm Adrangi has shared much of his knowledge in interviews with Bloomberg and CNBC.