According to their February letter, which was published in 2025, Kerrisdale Capital has continued their great performance. In last month's letter, also covered by Hedge Fund Alpha, the company reported a 7.5% gain. This month's gain of 3.7% has brought the company's year-to-date (YTD) gains to 11.4%.
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The S&P 500 is currently underperforming, with YTD returns of negative 4.13%. This contrast
