Category Archives: Investment

Paul Mampilly- Invest in Tesla, ignore Musk

Tesla is currently an embattled company. The tussles seen between the founder, Elon Musk, and the SEC is taking the company on the wrong path. Investors are worried about the direction the company will take going forward. Elon Musk has been pointed for making some utterances that have not sat well with the investors in this company. He has talked about taking the company back to private operations, something that has led to a significant decline in the stock process. Going by the reactions coming out from the investors, they need the executive to show the direction is going to take clear and avoid the social media utterances which leave them convinced. Some utterances are however wondering how bad the utterances of the founder can be. Some are trying to draw a comparison between the utterances and the performance of the company.

One thing is sure about Tesla; it is a company that has been built on a strong foundation. It is a company that cannot go down easily even without Elon Musk. According to Paul Mampilly, a prominent investor in the United States, investors should ignore the utterances of Elon Musk and concentrate on growing the company. The idea behind Tesla is brilliant and the company is showing a good indication of outdoing expected production capacity. The fact that they are beating the expected production of 100,000 cars is an indication that the company is doing very well.

Who is Paul Mampilly who we should all believe? Paul Mampilly for those who have not yet heard about him is one of the people who has been in the financial sector for a long time. He has mastered the art of investing and is now a key player in the business. He knows when a good investment opportunity is available in the market and when there is none. He is one of the people who should be taken seriously. He does not make haphazard decisions. Everything he does is after keen consideration. Paul Mampilly is a graduate of the Fordham University, with a degree an MBA. He is a former hedge fund manager of the Kinetics Asset Management.

Fortress Investment Group Making a Difference

The first of its kind, the alternative asset investment management company, Fortress Investment Group, it is leading the world with its expertise in asset-based investments, mergers and acquisitions, and company portfolio building. They currently have 1750 investors with an invested wealth of $43 billion. They are 900 strong now following the principles on which the company is built. Fortress Group Investments started as private equity firm back in 1998 and have come a long way since then. Founders Rob Kauffman, Wes Edens, and Randal Nardone shaped up the company. They are equipped with tools to manage returns on uncommon investments. Their intention is to invest in high-end vehicles and raising private equity. Asset-based investments are comparatively safer with guaranteed regular revenue generation for a longer term. The feel confident to do so because of their significant exposure to managing, pricing, financing physical as well as financial assets.

With 20 years of experience in mergers and acquisitions, they are easily able to connect with important board members, professionals, stakeholders and maintain a healthy long-term relationship with them.

They expanded at an astronomical pace, acquiring high-value assets and there was a substantial increase in investors. This went on for years until 2007, when the company offered its shares with an IPO. They were the first alternative-asset investment management firm to take such a bold step which immediately put them on a global notice. Fortress Investment Group LLC went global after they built headquarters in San Francisco, Shanghai, and Singapore in 2011.

In 2017, SoftBank, a major conglomerate based in Tokyo, acquired Fortress Investment Group LLC at a cost of $3.3 billion. It was agreed upon that Fortress Investment Group will have the independence to operate and innovate under the guidance of their principals Peter Briger and Wes Edens.

At present, Fortress Investment Group operates on these three divisions which are Credit division, Private Equity, and Permanent Capital Vehicles.

Principal Peter Briger joined Fortress in 2006, with an experience of 15 years at Goldman Sachs, is managing the Credit division introduced in 2002. Emphasis is given on intricate and illiquid investments they feel can be used to generate revenue. On the other hand, the private equity division is responsible for regular returns from investments in North America and some places in the Caribbean.

Shervin Pishevar’s prediction of the future

Shervin Pishevar is a peculiar investor. He does not just sit around watching numbers all day. He is interested in matters affecting the country’s economy and the world’s at large. In general, he is a chatty investor. In 2008 for instance, he realized that Facebook would soon have an identity crisis. Instead of quietly watching as the situation unfolded. He published an article. True to his word, Facebook did face an identity crisis.

This year, Shervin Pishevar foresees a grim future for the US economy. The investor who had kept a low profile since December posted 50 messages on twitter explaining why he thought the US economy will experience a 6000 point decline. Here are some of the predictions he made:

Bonds are volatile

The government has always used bonds to correct the market. Though useful in easing market strains, it will not be useful anymore because the government has used it too often and every tool has its limits.

Silicon Valley has gone global

Silicon Valley was once the hub of tech inventions. Today, Silicon Valley is not a place, it is an idea gone global. Everyone across the globe is great ideas and inventions. While this is not a bad thing for the global economy, Shervin Pishevar argues that it is not good for the country’s economy. Since the US has lost exclusivity on ideas and talent, the economy can no longer bank on these as a stronghold.

US will lose to countries that capitalize on speed in execution

Recently, as a demonstration that they have speed of execution, China built a railway station in 9 hours. On the other hand, The US government and companies are stuck in short term thinking. This has resulted in the decay of infrastructure.

Big companies will continue to hold on to too much power

Silicon valley’s big five: Alphabet, Amazon, Apple, Facebook, Microsoft hold on to too much power. As a result, they are stifling start-ups. For years, the trend has been acquisition. Big companies simply buy out their competitions.

Other than the grim forecasts, Shervin Pishevar also foresees the birth of a new type of economy. His tweets seem to suggest that impending economic disaster will make was for a new borderless and classless economy.

http://nymag.com/selectall/2016/10/the-kink-in-elon-musks-hyperloop.html

Sahm Adrangi Is Investigating Proteostasis’ Breakthrough Claims

Sahm Adrangi is a well-known investor and business executive in the United States who regularly calls out companies that he believes should be avoided or are making false claims. The latest company under attack by Sahm Adrangi is Proteostasis, a biotech company that has been working on a new drug to combat cystic fibrosis for patients. While this sounds like a good thing, there are a lot of concerns surrounding this “breakthrough” drug that they have been developing. Sahm Adrangi did some digging into the company and various analysts at Kerrisdale Capital have found some concerning data as well. Proteostasis actually has very messy data to sort through, which is not a good thing to see when a company making such strong claims.

In Proteostasis’s test period for their drug, CFTR amplifier PTI-428, only four patients were used for their control. Which means results are most likely skewed as the testing sample is much too small. Proteostasis claimed an increase of roughly 5 percent for patient lung performance, which is most likely just placebo according to Kerrisdale. Over the years, Sahm Adrangi has had no qualms facing biotech companies and their claims, including some of the biggest in the industry.

The data provided by Proteostasis is incomplete as well, which indicates poor testing methods and lack of organizations. Another concerning part of these claims being made by Proteostasis is that there is a lot of pressure on them to create a successful product. Should Proteostasis’s new drug prove ineffective, they stand to lose upwards of 90 percent of their company share value, which would basically mean bankruptcy for Proteostasis. Until this biotech company does a larger study that is complete and provides accurate data, Sahm Adrangi is going to take the short position at Kerrisdale Capital and urges his fellow investors to do the same. As long as Proteostasis continues to show transparency in their procedure and data, Sahm Adrangi will push Kerrisdale’s negative report to the public.

http://fortune.com/2016/04/21/sahm-adrangi-kerrisdale-short-sale/

Eric Lefkofsky: Tempus Progression Against Cancer

It was recently reported that Eric Lefkofsky, CEO of Tempus, has been developing breakthroughs in precision, data-enabled medicine. With approximately 40% of US adults diagnosed with cancer sometime in their lifetime and the cancer diagnosis is expecting to approach over 19 million people by the year 2024, amazing groundbreaking companies, like Tempus, are creating better-looking prognosis.

Tempus has a goal to transform the delivery process of cancer care. They have developed a way to effectively analyze the molecular and clinical data of patients. Tempus had the means for analytics software development, but obtaining affordable medical and clinical data was an issue at first. Tempus also had to overcome the collecting and storing information process concerning cancer patients. This information was mainly in the form of doctor’s notes known as progress notes; however, these notes weren’t able to be captured and analyzed in software. Nevertheless, Tempus created software with the capability to process natural language and optical character recognition. And now the advances in technology and science made it possible for the cost of the genome to cost approximately $5,000, and it is expected to plunge to a lower price tag. Obtaining the genome used to be very expensive up to $100 million. Human genome sequencing gives clues that are beneficial against cancer, and Tempus is promoting it.

About Eric Lefkofsky

Erick Lefkofsky is the CEO and co-founder of Tempus. He is also the chairman and co-founder of Groupon, a worldwide e-commerce marketplace, and he is the founding partner of Lightbank, a venture capital fund for disruptive technologies, to name a few.

He was born in September 1969, and he is originally from Southfield, Michigan. In 1991, he graduated with high honors from the University of Michigan in Ann Arbor. In 1993, he graduated from the University of Michigan Law School earning his Juris Doctor degree. In addition to becoming a major player in the dot-com revolution, Lefkofsky held teaching positions at the Northwestern University’s Kellogg School of Management and DePaul University’s Kellstadt Graduate School of Business. Also, he is an adjunct professor at the University of Chicago’s Booth School of Business.

All About Agora Financial

Agora Financial is one of the most exciting businesses in the Baltimore, Maryland area. This firm’s publications give Americans the tools they need to succeed. It’s staffed by some of the highest-profile people in fields like law, finance, technology and defense. Reading their insights gives subscribers the ultimate in insider information.

The world of high finance can be confusing for the uninitiated. Agora Financial’s team of experts breaks everything down so that laypeople can understand what’s really going on in the world. The expert reporting and analysis makes it possible for subscribers to protect and expand their assets.

The writers and editors at Agora newsletters are well-placed to get information earlier than other outlets. In fact, the Wall Street Journal, CNBC and Fox Business News often report on this publisher’s finds and analysis. Famed negotiator Jim Rickards is one of Agora’s most popular authors.

The Agora Financial stable of newsletters includes Kinetic Profits, the Dollar Trade Club and The Takeover Alert. Whether your goals are short-term or long-term, there’s a publication that will help you achieve them. A recent addition, The Crypto Report, has taken off in recent weeks as Bitcoin has dominated the news.

Agora Financial is also unique in that it’s totally independent. In a world of pay-for-play “sponsored” content, this family of publications never trades cash for coverage. That means you can always trust their reporting. It’s also another reason why their analysis seems so clear-cut, compared to the competition.

This firm creates videos and online seminars in addition to print content. Agora Financial has a big presence on social media, especially Twitter. Agora has streams of both free and premium content.

Agora Youtube channel: Youtube.com/channel/UC_PFk4NAr18UClM_wxZuyOg

Sahm Adrangi Mobilizes Investors to Raise $100 Million Raising Kerrisdale`s Investment Fund

Kerrisdale Capital Management, through Sahm Adrangi, mobilized investors to raise around $ 100 million for a single stock. Kerrisdale`s co-investment is a unique fund and first of its kind. Most Hedge fund managers raise capital to focus on specific projects such as the recovery of failing energy companies or mortgage-backed residentials.

Kerrisdale is a relatively small firm as compared to the Hedge fund organizations. The firm plans to use the investment fund to purchase short stock and unveil an unnamed firm as a public company. In an email reviewed by Reuters, Adrangi thanked the investors for their commitment. Sahm noted that Kerrisdale had raised the required amount of capital within a short time.

Adrangi noted that the organization endeavored to help every investor understand the mission of the $10 billion organization. Sahm had some progressive insights that would help the company grow. Adrangi is working with the organization`s analyst, Shane Wilson, to prepare a website, videos and a report that would convince others about Kerrisdale`s thesis. The two will present their collective research in the upcoming campaign.

A speaker, on the anonymity condition, revealed that the target company will be revealed in mid-May because the information was private. The public will learn about the organization objective during the unveiling. The investment fund is being used to purchase stock to establish Kerrisdale`s position in unnamed organization.

Kerrisdale now manages over & 500 million after the investment fund. The firm has a history of betting against organizations before taking its case public. Kerrisdale has been involved in activist positions at Globalstar and Sage Therapeutics. The organization has recorded an average of 28% profit, from its betting, for the last five years.

About Adrangi

Apart from being the founder of Kerrisdale Capital Management, Adrangi is the Chief Investment Officer of the company. Since its establishment in 2009, Sahm has played a significant role in all of the firm`s development. He started the organization with less than $ 1 million. For more info about us: https://www.linkedin.com/in/sahm-adrangi-3548541 click here.

Adrangi is a holder of a Bachelor`s Degree in Economics from Yale University. He started his career at Deutsche Bank where he served as a credit officer. He worked as a credit advisor at Chanin Capital Partners. Before he established Kerrisdale, Sahm worked at Longacre Management.