This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Monday, October 6, 2014
Kerrisdale Capital Presentation on GSAT
Kerrisdale Capital today came out with their short thesis on Globalstar (GSAT) arguing that the spectrum is worthless and that the company is a zero.