Lessons from a short-seller report on a company that subsequently became one of the greatest cloud companies in the world
Really loved the concept of Growth Endurance here.
Good history lesson! Also a good review of the key factors that have driven NOW's performance, it's been one of my better performers.
Any idea how Kerrisdale did on this bet, or when they got out?
It may have dipped $1-2 very briefly from when the short report was released but its been up ever since. Not sure when they got out but hopefully quickly :)
Really loved the concept of Growth Endurance here.
Good history lesson! Also a good review of the key factors that have driven NOW's performance, it's been one of my better performers.
Any idea how Kerrisdale did on this bet, or when they got out?
It may have dipped $1-2 very briefly from when the short report was released but its been up ever since. Not sure when they got out but hopefully quickly :)