Commentary

Company updates, market commentary, case studies and other topics we consider worth discussing

Plug Power Inc. (PLUG)

Niche Products, Poor Fundamentals, and a Best Case DCF Value of $2-$2.50/Share

Unilife (UNIS)

CFO Resignation And Usurious Financing Imply Substantial Downside

ServiceNow (NOW)

Widespread Mistakes in Analyst Share Counts Fuel Overvaluation

Kerrisdale Capital Management Issues Letter to Management, Board Members and Other Stakeholders of Lindsay Corporation

Kerrisdale Capital Management Suggests that Lindsay Corporation Management Consider New Shareholder Representation to the Board

AMERCO Rally Isn’t Over

Company has 40%+ EPS Growth with Widening Competitive Advantage

Kerrisdale Capital Management Announces Intention to Nominate a Separate Slate of Directors for Morgans Hotel Group in 2014

Kerrisdale Capital Management Issues Letter to Morgans Hotel Group, Urges Board to Sell Company

UHAL Looks Promising Heading into Earnings

ServiceNow – May 2 Update

EZchip – March 24 Update

Mellanox: January 24 Update

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