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Campaigns / Kerrisdale Capital → Pure Storage, Inc.
Kerrisdale Capital vs. Pure Storage, Inc.

Pure Storage, Inc. · PSTG

1 deck published between 2025-09-01 and 2025-09-01 — 35 pages, 35 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2025-09-01 initial thesis

    2025 09 PSTG Kerrisdale

    35pp · research_note

    Pure Storage's hyperscaler dream is hype: HDDs dominate at 5-6x TCO advantage, the Meta deal is replicable, and Pure deserves a peer multiple, implying ~55% downside to $35.