PERSON DIRECTORY
Sahm Adrangi
Sahm Adrangi appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
ACMR trades near $23 against roughly $70 DCF, $60-$110 comparables, and approximately $73 per share from its 82% ACM Shanghai stake.Localization drove revenue from $30 million in 2016 toward 2025 guidance of $850-$950 million, while restrictions may accelerate domestic-tool adoption.A Hong Kong listing or sale could narrow the gap, but urgency, inventory, governance, and U.S. ownership restrictions remain risks.