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title: "Kerrisdale Capital — Stuff That Spins"
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# Kerrisdale Capital

**Type:** organization  
## Related Articles

- [Buy Now, Cry Later: Kerrisdale Capital Is Short Affirm Holdings - Hedge Fund Alpha](https://stuffthatspins.com/spin/buy-now-cry-later-kerrisdale-capital-is-short-affirm-holdings-hedge-fund-alpha) — January 21, 2026

## Related Claims

- Affirm’s unit economics are deteriorating due to rising credit losses and declining merchant take-rates.

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