Sahm Adrangi and Jordon Giancoli of Kerrisdale Capital Management presented their in-depth investment thesis on S&P Global (US: SPGI) / IHS Markit (US: INFO) at Best Ideas 2021.

Replay this LIVE session (streamed on January 14):

slide presentation audio recording

About the instructor:

Sahm Adrangi is the chief investment officer of Kerrisdale Capital Management, a private investment manager that focuses on value and special situations investments. Prior to founding Kerrisdale Capital Management, Sahm was an investment analyst at Longacre Fund Management, a distressed debt credit fund. Prior to Longacre, Sahm worked in the bankruptcy restructuring group at Chanin Capital Partners and the leveraged finance group of Deutsche Bank Securities. Sahm holds a Bachelor of Arts in Economics from Yale University.

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