Kerrisdale Capital (@KerrisdaleCap) — Twitter Score 42 out of 1000

Kerrisdale Capital is an activist short-selling investment manager that publishes public investment research focused on long-term value investments and event-driven special situations. Kerrisdale Capital's Twitter Score is 42 out of 1000 as of September 2026, ranking #22,077 (top 5%) among 486,621 tracked accounts.

Kerrisdale Capital was founded by Sahm Adrangi, who serves as its Founder and Chief Investment Officer, and is affiliated with Kerrisdale Advisers, LLC. The firm regularly discloses short and long positions alongside its published research, making its investment theses publicly available rather than keeping them proprietary.

Kerrisdale Capital has been active in crypto-related investment positions in recent years. In March 2024, the firm disclosed a short position in MicroStrategy paired with long positions in the iShares Bitcoin Trust and the Fidelity Wise Origin Bitcoin Fund, a trade structured around the spread between MicroStrategy's premium valuation and direct bitcoin exposure. In June 2024, Kerrisdale Capital disclosed a short position in bitcoin miner Riot Platforms, arguing that spot bitcoin ETFs offered superior exposure to the underlying asset. In October 2025, the firm disclosed a short position in BitMine Immersion Technologies, an Ethereum-focused digital-asset treasury company.

Kerrisdale Capital has been active on Twitter since 2012, having published 1,332 posts. The account has been mentioned by 41 accounts, with 115 total mentions.

Who follows Kerrisdale Capital on X?

The accounts that follow Kerrisdale Capital include 146 founders, 40 angel investors, 93 influencers and 6 VCs. Among its notable followers are CL, Udi Wertheimer, Murad, Vance Spencer, Matthew Graham and Joey Krug.