Investment Analysis with SahmAdrangi

SahmAdrangi is the founder and Chief Investment Officer of Kerrisdale Capital Management located in The New York City. He is a graduate of Yale University having studied Bachelor of Arts in Economics. In 2009, he came up with the company in order to contribute to world of economics. Mr. Adrangi is known for his short research activism. In this activism, he exposed fraudulent Chinese companies that were operational. This is where he first made his first breakthrough. In fact, since then, the Securities and Exchange Commission has been able to enforce the laws in order to avoid such things from happening ever again.

Mr. Adrangi previously worked with the Longacre Fund Management as an investment analyst. The firm is a privately owned company that has assets priced over 1.2 billion under the management. Mr. Adrangi was responsible for ensuring that the company’s investments in equity and credit funds were looked into very well. Additionally, at the Restructuring Investment Banking Group- Chanin Capital Partners, Mr. Adrangi worked as an investment analyst too. His responsibilities here were to advice creditors and help in the restructuring of the bankruptcy chapter in the company. He has also worked at the Leveraged Finance Investment Banking– Deutsche Bank. Here, his responsibilities included structuring and syndicating the non-investment grade bank debt and the high yield bonds.

Kerrisdale Capital Management is now worth over $10 billion. Through the many investors being brought into the company, SahmAdrangi has been able to raise approximately $100 million to bet against a single stock. This money is used to short the stock of an upcoming public investment company that will be named later. Previously, the company has recently taken a short position in drug makers Sage Therapeutics and Zafgen and Globalstars.

Mr. Adrangi talks to his investors through emails. He updates them on the amount of money that the company has been able to raise. Additionally, Adrangi and Shane Wilson, a Kerrisdale analyst, work on various items that show how the company is going to conduct its operations. It does this through reports, videos and their websites.

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Brasil Debt Remains Low, Igor Cornelsen Advises Investment

Cash flow is one of the most important characteristics of a healthy organization. When you compare national debt levels, you will find that Brasil’s is quite low. Retired Brazil banker Igor Cornelsen believes this is a good reason for investing in the country. Learn more about Igor Cornelsen:

“Low Debt Brasil”

If you want a more conservative, risk-averse investment, then national sovereign debt is ideal. After 2008, PIIGS debt has been delivering higher returns. While, this might look attractive for the sake of profits, you must remember that there is more risk involved.

Nations with very high debt to GDP ratios, like Greece, owe a lot of money compared to how much they earn, each year. According to the USDebtClock, the Greek debt-to-GDP ratio is about 203% – meaning that the “money they owe is twice as much as what their assets are worth.” Read more: Adicione uma descrição a este tópico

While the returns look very attractive, the problem is that their cash flow is at dangerously low levels. With high debt, Greece cannot invest in its infrastructure. It has a very difficult time, increasing its income. It also spends a high proportion of its income on “debt servicing.”

“Infrastructure Investment”

How does Brasil compare? Fortunately, Brasil’s debt is quite low compared to other nations. The Brasil debt-to-GDP ratio is a mere 29%. Therefore, Brasil can devote more of its income to actually improving its nation’s productivity.

During 2016, several deals were made between Brasil and China. Just like Brasil, China has surplus cash to spend. Many of these deals are aimed at improving Brasil infrastructure.

“Consultant Cornelsen”

If you want an investment that can pay healthy dividends for the long-term, than Brasil is ideal. It has room to grow. Ex-Brasil banker Igor Cornelsen understands which assets are attractive investments. He can help you prudently select the best ones for your portfolio.

Learn more about Igor Cornelsen: