Advertising Industry

Sahm Adrangi Takes on the Bull Market with Three New Shorts

While a lot of investors are headed away from hedge funds and other methods that involve fundamental analysis, Sahm Adrangi and his team at Kerrisdale Capital Inc. are still choosing these ways of investing instead of choosing the more mechanical approaches that seem to be popular today. For Sahm Adrangi, it hasn’t been difficult for his company to find success by choosing good stocks for long-term investments while choosing bad stocks to take a short position on. There is still room in the bull market for the type of fundamental investing that Kerrisdale specializes in.

There are a couple of companies that Kerrisdale has taken a short position on that have been garnering a decent amount of interest by investors and the media. One of these is the biotech company called Proteostasis and their leading drug candidate that was designed to treat the crippling disease cystic fibrosis. While their Phase 2 data from testing may appear to be positive, Sahm Adrangi believes that the data released was designed to be intentionally misleading. As a well known activist investor, Sahm Adrangi has shorted the stocks of several other biotech companies who were using the same tactics in order to push an ineffective drug to investors.

Along with Proteostasis, Kerrisdale has their eye on a company in a completely different industry: real estate development. The company St. Joe may have had a good amount of success developing land on beachfront property in Florida, but the same cannot be said for a large tract of land located in Central Florida that can only be best described as swampland. Investors into this development have been waiting for around 10 years to hear news about returns, but they have been rather quiet and there has been little to no progress when it comes to making changes to this property and there is no indication that this will change any time in the near future. In order for the company to meet the expectations and valuations that they had presented to investors, they would have to have sales that would set impressive records throughout the United States.

Jose Borghi And His Journey With Advertising Industry

Jose Borghi, the Chief Executive Officer of Mullen Lowe, a major advertisement agency in Brazil, is considered to be one of the most influential personalities in Brazilian advertisement industry. He is instrumental in bringing some ever-remembering advertisement campaigns such as Mammals of Parmalat, season campaign, etc. His advertisement campaigns are aimed to attract the target audience and well represented for various age groups. He has decades of experience in the advertising industry, and he knows how to catch the eyebrows of the audience with customized advertising campaigns.

Jose Borghi is also an expert in designing campaigns apt for various industries. As the CEO of Mullen Lowe Brasil, he gives strategic direction to the firm on how to increase its presence in the industry and how to make creative campaigns that can engage the audience. Borghi is also focused on the scientific way of advertising as he believes that it can bring much better results than normal advertising. He thinks that it is better to know what a consumer wanted so that he could serve them better in their needs.

His career trajectory started from his school days when he saw a performance at Castro Neves Theater, and it was a presentation of commercial Vts. Since then, he came to know that his field could be advertisement industry. Borghi was born in Presidente Prudente, and he completed his graduation in Advertising and Propaganda from the Pontifical Catholic University of Campinas. After graduation, he landed at Standart Ogilvy in 1989. His initial years at the agency paved the ways for future entrepreneurship in him. He also worked with several other organizations such as Talent, Léo Burnett, DM9 / DDB, and FCB.Later, he established his agency named BorghiErh by partnering with Erh Ray. “We had no godfathers, no investors and were absolute zero,” Ray remembers those days. However, their hard work paid well and the ad agency became successful, and it bought by Lowe. Recently, Lowe & Partners merged with the Mullen group, and now the agency is renamed as Mullen Lowe company and José Borghi named as the co-CEO of the firm. He understands that nobody gives his anything free or by destiny, but he has to put efforts to achieve what he wanted.