Success in investments could be a complex mix of rational analysis, risk-management and a whole lot of unknown fortuitous variables that are too complicated to calculate. This means that it helps to be largely conservative in one’s management of investments to survive in trading. As Warren Buffet said, take all the risks you want but make sure you don’t forget that tomorrow, you still have to show up for work. Fortunately for Chief Investment Officer Sahm Adrangi of Kerrisdale Capital Management, LLC, he understands the value of being conservative and the importance of giving negative reports.

In the last negative report given by Sahm Adrangi for St. Joe Company, he argued that there’s too much misleading information about the firm. He believes that St. Joe Company’s calculation of the value of their real estate ventures could be far out or off the mark. He also believed that St. Joe’s real market value could even be lower because of the situation that its main investor, Fairholme Fund, is experiencing. The shareholder is still under investigation or processing because of the new SEC liquidity rules that will make or break the real value of the firm. This new regulation could even force St. Joe Company to force-sell its assets.

Secondly, it is seen through the analysis of Kerrisdale that no big improvement can be observed on St. Joe’s plans for their real estate project. The channel checks from Kerrisdale even saw no significant activity regarding building department inquiries over their product offerings. This leads Sahm Adrangi to argue that it’s too much of a stretch to believe in the current $1 billion assessment of the market value of the entire St. Joe Company’s projects. Such valuation could not match the current progress of the firm.
What makes Kerrisdale Capital’s assessment of St. Joe Company significantly reliable is the fact that Mr. Sahm Adrangi is the Founder itself of Kerrisdale Capital, so he holds accountable for whatever advice he gives out to his clients. He is also an experienced investment analyst, especially from his equity fund experience at Longacre Fund Management.

Sometimes we all wish investing was as simple as flipping a coin, though this is not the case. Despite it being the most volatile field to invest in, many people such as Vinod Gupta seems to get it right. Vinod Gupta’s success story is a perfect example that one can thrive having started from the scratch. Gupta is a self-made entrepreneur born in 1946 in a tiny village near New Delhi in India. Modern amenities such as electricity, running water, current infrastructure, TV or transportation was all history to him. As a young visionary boy, Gupta has always wanted to be successful as well as help his family and community be successful too. Having been passionate about investing, he took a bank loan of $100 and started a company that later sold for $680 million. As the CEO of InfoGROUP, Gupta was able to acquire various companies and finally created a dominant firm in information technology. Vinod prides himself on providing underserved populations with employment opportunities.


After he had graduated from the University of Nebraska at Lincoln, Gupta was employed by Commodore Corporation, a company that dealt with a mobile home. In the role of Marketing Research Analyst, he was assigned the work of compiling a list of dealers of mobile homes within the US. While doing this, it dawned on him that there never existed that kind of record. This saw him recognize the benefit of saving time for such businesses utilizing that kind of comprehensive lists. He, therefore, set out in creating his database as well as creating direct mail marketing. Within a short period, he was able to receive a lot of orders for a compiled list. This made him realize the high demand that existed for business-to-business information, and America Business was born. Go To This Page for related information.


Vinod Gupta believes that to invest wisely is not a matter of throwing out money to more profitable companies, but about the long-term effects, the money you invested will make. According to Gupta, companies should not practice shady businesses or work towards getting rich but instead be a part of helping the community. Read more about Vinod Gupta on Chicago Evening Post: Law School At IIT Kharagpur, Established By Vinod Gupta, Rated Number One In Research And Number Four Overall In India



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May 16, 2018 · Marketing · (No comments)

There’s a wealth of information available about Warren Buffett and his successful conglomerate company Berkshire Hathaway. Known as the Oracle of Omaha Warren Buffet has been considered to be an absolute legend and astute businessman, consistently predicting opportunities in the market and growing his self-made company into one of the largest publicly traded firms on the planet.

This is why for many it came as a surprise when Stansberry Research did some additional digging and found uncomfortable truths about the company as well as where it might be headed. Porter Stansberry goes into great detail during his free article about the Berkshire Hathaway, but his analysis boils down to two key points (

First of all, Stansberry makes clear differentiation between the early strategies of Warren Buffet compared to the present Strategies employed by Berkshire Hathaway. Most notably, Buffet has consistently invested in only the highest quality publicly traded companies. Because these companies were already great there was little that Warren Buffett or Berkshire Hathaway had to do; so long as they have the capital they can expect to receive games from the company.

Berkshire Hathaway has since deviated from the strategy quite a bit. Rather than purchasing from companies that were considered to be inevitable so just Coca-Cola and Gilette, Berkshire Hathaway has branched out into new ventures. These ventures required large amounts of capital and management. In some cases these ventures were regulated to the point of being much more difficult to profit from.

His second point is just the large nature of the company. Warren Buffett himself admits it is much easier to make large games on a smaller portfolio. There is much less to manage in far fewer mistakes are made. Focusing only on what you’re best at your company and your Investments have the best chance to succeed. As Berkshire Hathaway grows it is forced to disregard this philosophy out of necessity, even though it served the company so well for so long.

As a whole, it is a breath of fresh air to see an analysis that is critical of Warren Buffett and Berkshire Hathaway. It really goes to show that Stansberry Research is truly dedicated to a diverse set of opinions an open mind regarding investment.