How Sahm Adrangi Of Kerrisdale Capital Management Approaches Investing

Sahm Adrangi, the chief investment officer at Kerrisdale Capital Management, follows two basic strategies when it comes to investing. His main strategy is to invest in companies he sees as having great long-term potential. His other strategy is the polar opposite of this approach. If the research into a company conducted at his firm shows that a company is on thin ice he will short their stock so that his hedge fund profits if the company’s stock value falls. He then reveals his research to others including doing announcements in the press and holding telephone conferences.

There are a few companies that Sahm Adrangi has invested his hedge fund in recently that he sees as having great long-term prospects. One of these is Luxoft Ldg Inc (LXFT) which he recently increased his stake in by 19.27 percent. At the end of 2018’s first quarter, Kerrisdale Capital Management held 734,056 shares in this business which was revealed in a regulatory filing with the SEC. This was up from the end of the fourth quarter of 2017 when his company held 615,456 LXFT shares. He appears to be pretty bullish on this company which is worth $1.3 billion according to its market cap.

On the other side of the equation, Sahm Adrangi is pretty down on the St. Joe Company and is shorting its shares. He says that this real estate development firm owns a huge plot of land in Southern Florida which is totally overvalued given it is remote swampland. St. Joe has a plan to convert this desolate piece of property into one that has both residential and commercial properties on it. However, this plan has been mired in the muck for the past decade and there is no hope for it coming to fruition given the conditions.

Sahm Adrangi started his company in April 2009 after having worked at other hedge funds for a number of years as an analyst. He had worked for Longacre Fund Management, Chanin Capital Partners, and the international banking giant Deutsche Bank. He decided to manage his own hedge fund where he would focus on overhyped companies to short balanced against investing in companies that show long-term value.

https://www.linkedin.com/in/sahm-adrangi

OSI Group – Experienced Food Industry Leader

The OSI Group is a well established multi national organization who has a strong commitment to their customers & employees. They help other company’s achieve success by producing food options for organizations. They succeed when their customers succeed. The OSI Group is one of the largest food providers in the world, expanding their practices into several countries & continents. The company was founded over a century ago in Chicago Illinois. The organization has a strong dedication to their innovation & efficiency for the benefit of their customers. The OSI Group had an amazing food company as a customer in the early stages of their company.

That company was McDonalds. Mcdonalds was expanding quickly and needed a supplier for their food. OSI stepped up to the challenge and helped McDonalds reach their production needs. The company was able to efficiently deliver the food for McDonalds while maintaining affordability. A breakthrough occurred later down the road with the innovation of fast freezing cryogenic technology which allowed the food to be frozen and shipped long distances to reach the ever expanding restaurant chain. The relationship between OSI and McDonalds was very strong. In 1973, OSI created a plant solely for McDonalds production. This consolidated the supply chain management for OSI and increased efficiency and lowered costs for both McDonalds and OSI. Prior to the name “OSI” OSI was known as Otto & Sons until 1975.

As technology and innovation advancements allowed companies to market internationally, McDonalds saw the opportunity to expand internationally and took it. When McDonalds moved into international markets, OSI followed suit. OSI began meeting the food production needs for McDonalds internationally. After becoming a massive player in the food industry, OSI saw several growth opportunities and began producing other food options for organizations other than solely McDonalds production. Although McDonalds continued to be their dominant customer, OSI began expanding into other food production options to diversify their business operations. Today the OSI Group remains one of the largest private companies in the United States with revenue over 6 billion dollars.

 ROBERTO SANTIAGO AND MANAIRA SHOPPING MALL

Roberto Santiago was born as well as raised in Joao Pessoa and attended Pio X-Marist College and attained a business administration undergraduate degree from the University of Joao Pessoa. Roberto Santiago initially started his career in a manufacturing company in Brazil known as Café Santa Rosa. After a while, he left the job and initiated his corporate which made and sold cartons made of cardboard. He kept on discovering more marketing gaps and finally ventured in real estate business. As such, he bought land constructed the Manila mall in 1987. The mall is well built on a 75,000-meter square piece of land, and it was built in two years and launched in 1989. The launches mall comprised of 280 stores, which were inclusive of games areas, food courts, many shopping stores, gym and the financial institutions. Roberto Santiago Manaira shopping mall is one of the prestigious malls in Brazil. The Mall has hosted the famous Brazilian halls Domus Hall positioned on the rooftop. The hall is spacious and has enough capacity to host weddings, big conferences, exhibitions and even the Brazilian graduation ceremonies. The hall can accommodate up to four thousand seats as well as ten thousand standing people. The hall has been recently refurbished and installed with air conditioners, soundproof walls and the high tech music systems have been established.

 

The famous Manaira Mall has been installed with entertainment facilities for both adults and children. The gaming section accommodates betting machines ranging to two hundred. The Manaira Mall further has restaurants that accommodate various customers’ tastes and preference and different classes. Roberto strategically constructed the Manaira Mall amid two beaches hence giving an opportunity of great view to shoppers. In addition to that, the Manaira Mall has a conducive packing space that can be estimated to be one hundred and thirty-five feet. The parking space is enough hence, visitors can pack up to three thousand cars.

 

Roberto continued to exploit more the market gaps he realized, and in 2013, he set up another shopping mall known as Manaira. The Mangeira Mall Mall is similar to Manaira in terms of meeting the customer’s needs. As such, the two malls have drastically lured developed the areas where they are established. Therefore, several corporations and enterprises have been established around the two malls. Consequently boosting the Brazilian economy. Furthermore, the land surrounding the malls and within the outskirts has mainly appreciated. With the two significant malls, Roberto Santiago has been fundamental in shaping the needs of entertainment seekers and the shoppers. Roberto Santiago Prosperity is the corporate world can be attributed to his hard work, determination, vision, objectivity and his commitment to deliver to the target consumers.

 

Jake Gottlieb, Dedicated CIO and Philanthropist

New York native Jacob Gottlieb is currently the CIO of Visium Asset Management and has been since 2005. Gottlieb has an impressive list of accomplishments, starting with his MD at the New York University School of Medicine. Since then, he has earned an AB in Economics from Brown University and been awarded a CFA (Chartered Financial Analysis) from the Association for Investment Management and Research in 2001.

https://www.linkedin.com/in/jacob-gottlieb/

Gottlieb graduated magna cum laude from NYU School of Medicine. Following his time at NYU, he held an internship in internal medicine at St. Vincent’s Hospital in New York City. Eventually, however, he realized that he wasn’t following his dreams, and quit the medical field to become a financial analyst.

 

Gottlieb served as an investment portfolio manager at Merlin Financial in London, England, for one year prior to founding Balyasny Asset Management along with others in 2001. He worked at that location as a partner and portfolio manager prior to founding Visum Asset Management in 2005. Visium Asset Management currently manages $3.5 billion in assets and its flagship project, Visium Balanced Fund, has $2.4 billion in assets and has generated an annualized return of 15.6 percent since its creation. Visium Balanced Fund is a long-short equity health care fund.

Despite Visium’s current success, Gottlieb still dreams of its growth. He hopes for Visium to become a multiproduct, multistrategy powerhouse that will rival the most successful managers in the hedge fund industry. “We’re committed to running a very high-quality, high-integrity firm,” Gottlieb says, adding that “Doing things the right way is integral to our philosophy and our culture, and we’ve built a strong firm for the long term that makes smart investments.”

 

Although multistrategy firms have historically been the most successful in the hedge fund industry, they have also been the most prone to failure. To ensure that Visium does not become one of the many failures in this industry, Gottlieb has dedicated himself to hiring top investment and operations talent. In 2009, he recruited Jacob Huemer as president of Visium’s Global Fund, who has experience in the field as a former member of SAC Capital Advisors. He has also brought on teams of portfolio managers, including Bradley Levie and his firm, Catalyst Investment Management.

 

Gottlieb believes that his education in the medical field has been important for his work as a CIO, stating that surgeons and fund managers share similar characteristics. In addition to his work with Visium, Gottlieb is a philanthropist who is active with multiple charities. One such charity is Robin Hood, New York’s largest poverty-fighting organization. Through Robin Hood’s partnerships with 200 poverty-fighting programs in New York City, this charity seeks to fund the most effective programs and make the largest possible impact on poverty. Ali Forney Center, a shelter and transitional housing program for LGBT youth, is one such program. Another is Achievement First, a network of 17 public charter schools that serve more than 6,000 K-12 students in Brooklyn, New York, and aims to deliver equal educational opportunity to America’s children.

 

 

 

 

 

 

 

Ronald Fowlkes Equips The Boys in Blue

Ronald Fowlkes is the Business Development Manager of Law Enforcement products for Eagle Industries Unlimited. Fowlkes is a previous government contractor for the Department of Defense, where he worked with the Joint Improvised Explosive Device Defeat Organization(JIEDDO.) Ronald Fowlkes spends his day reaching out to clients and potential clients on phone calls and emails; due to his 13 years experience in law enforcement he is perfect for connecting law enforcement with products from Eagle Industries.

 

Prior to getting into the law enforcement industry, Ronald Fowlkes was a memeber of The Marines. It was here where he first became knowledgeable of Eagle Industries Unlimited. Although Ronald Fowlkes knew nothing about Eagle Industries, he loved their products during his four years spent in the military. Fowlkes says that he noticed the highest quality gear he wore was made by FirstSpear, a subsidiary product of Eagle Industries Unlimited.

 

FirstSpear creates a large variety of different products. FirstSpear provides local law enforcement with both work gear and casual clothing. They produce original holsters, belts, vests, shirts, helmets, hats, packs and bags, and even bullet proof vests for canines.

 

Because of Ronald Fowlkes’ 20 plus years experience in the military and law enforcement industries, he is able to connect FirstSpear with clients easily and effectively. Ronald Fowlkes knows exactly what a high quality piece of military equipment looks like, for this reason he is able to give honest advice and opinions to his clients and would-be clients. Fowlkes has used Eagle Industry and FirstSpear equipment for his entire career; he has trusted their equipment to protect him in the line of duty for decades.

 

Fowlkes has went on record saying, “[FirstSpear] is the Ferrari of the tactical world.” His claims are not with-out reason; police all over the country should want FirstSpear in their departments.

 

Fowlkes is not only an employee of Eagle Industries and FirstSpear, he is also heavily involved in sports. He is a huge hockey fan; he writes opinion pieces and coaches a youth hockey league.

 

In February of 2018, Ronald Fowlkes gave his opinion, now that the season is half-way over, of which newer NHL player will win the Calder Trophy. In his blog post he makes a great argument in favor of Brock Boeser of the Canucks.

 

The Vancouver player was drafted in the first round back in 2015 and has excelled to become one of the best players in his draft class.

 

Ronald Fowlkes Knew What Help Law Enforcement Professionals Needed

Since Ronald Fowlkes was a positive part of the law enforcement community, he saw a lot of value in the things people were doing. He knew there would be different ways he could make things work and he wanted to provide people with the opportunities they needed to be successful. As long as Ronald Fowlkes was doing what he could to help people, he felt it was an important part of the business. He also felt he could make an impact on the way things were working and on the way things were going for each of the people who he worked with. Ronald Fowlkes had always made sure he was doing his best and was pushing forward so people could try different things. What had set Ronald Fowlkes apart from others was the fact he was working to give them products and services they had never had access to before.

 

While most departments provided police officers with the bare minimum they needed to do their jobs, many of them were unable to get the help they needed. They didn’t have additional equipment and they didn’t know how they were going to use it if they were in difficult situations. Ronald Fowlkes stepped in to make sure people had what they were looking for. He wanted to be a positive part of the community and that meant he would have to try his best to offer these things to the people who were in the community no matter what issues they were facing.

 

By starting Eagle Products, Ronald Fowlkes was giving everyone the chances they needed to be successful. Ronald Fowlkes knew there would be a way for people to try these products and to get more from the services they had to offer but he also knew things would change depending on the right way to do things. He had always been dedicated to serving others and giving back to the community, but that meant he had to try and take a back seat to show people what they could do with all the products. He knew it was his job to make the products stand out and shine so others would want them.

 

For Ronald Fowlkes, things started to change. He knew he would be able to make a difference for other people and he also knew those who were in these situations would realize he was giving them everything they needed. Ronald Fowlkes has always worked to provide these opportunities to different people and that’s what has allowed him the chance to be a better seller. He knew what people needed and did not hesitate to start making these things so people could try different things on their own.

 

Hussain Sajwani

The founding father and chairman of Damac are Hussain Sajwani. Although the company deals with the high end luxury real estate, it may have derived its origins from an entirely different kind of business. During the operation Desert Storm, Damac provided excellent food service to the U.S Army. This service is a reference to what Mr. Sajwani’s company did in the times of the first Iraqi war, in 1991. Learn more: http://www.hoteliermiddleeast.com/23813-the-rise-and-rise-of-damac/

 

The firm involved itself in these operations of feeding the American military all around the world, from Bosnia and the Gulf even to Somalia. The 57-year-old entrepreneur says Damac would also work for other substantial American companies such as Bechtel.

 

As an integral part of the Damac group, the food business remains to remind it of its initial business ventures and of the expertise and ability of the Damac owner to nurture friendships in high places internationally.

 

The Billionaire hopes to strengthen his relationship with Donald Trump specifically on the real estate front, which involves the Trump Organization. Already with an ongoing collaboration with the Trump International Golf Club, the two tycoons celebrated the Eve of this year together, after realizing around $2b in sales.

 

Through the Ivanka, Eric and Donald Jr., the business can go on as usual between the Hussain Sajwani family and the Trumps without concerning the head of state of America.

 

Damac is a UAE based company that mostly carries out the development of the luxurious property, although still performs food services. Through some daring stunts, the group falls in the limelight, some of which are “a free Bentley for each luxury apartment” and even a very recent one, a fabulous golf course as one of the projects with Donald Trump.

 

Mr. Sajwani is himself a philanthropist, recently supporting through Damac the clothing of deprived children across the globe through an AED two million cheque. Citing the children holding the society’s future, he insists that helping them would give them a head start in life.

 

Damac properties recognize the efforts of the people who strive to help others and are enthusiastic to get involved in any possible way in their support. Learn more: https://www.youtube.com/HussainSajwaniOfficial