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Meta Materials (MMAT)
market capitalization, it might come as a surprise that Meta’s business is comprised of, essentially, nothing. Meta’s public company filings and website portray an “advanced materials and photonics ... • Lamda Lux thin films would enhance the output and efficiency of LED lighting
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Intelsat and SES - kerrisdalecap.com
www.kerrisdalecap.comWe are long shares of Intelsat and SES, two large satellite operators with significant and underappreciated 5G spectrum assets. For us, this is an unusual position to be in.
CHINA MILK PRODUCTS GROUP LIMITED - kerrisdalecap.com
www.kerrisdalecap.comAbout China Milk Listed on the Main Board of the Singapore Exchange on 13 March 2006, China Milk Products Group Limited, through its primary operating
HubSpot, Inc. (HUBS) - kerrisdalecap.com
www.kerrisdalecap.comHubSpot’s niches. This fierce competitive landscape will ultimately yield a predictable result for HubSpot: lame growth and blah margins. Investors have taken recent metrics and assumed them to be sustainable over the future, mistakenly believing them to be the product of some sort of competitive advantage that HubSpot will maintain over time.
Astra Space, Inc (ASTR)
www.kerrisdalecap.comHeaded for Dis-Astra Disclaimer: As of the publication date of this report, Kerrisdale Capital Management, LLC and its affiliates (collectively, “Kerrisdale”), have short positions in shares of Astra Space, Inc. (“Astra” or “the Company”). Kerrisdale stands to realize gains in the event the price of Astra shares decrease.
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