Alex Shadunsky

China Natural Gas: Bodisen Biotech's Hidden Gem

Hey, great find! Too bad I missed up, but keep them coming! Nice pick

American Software Is Indeed Fairly Valued

Just another point to this story, interest income related to the cash position should be netted out, which will both revise net income and cash flow downwards. Also, their LGTY's holdings aren't risk free. There is not enough downside protection in this investment for it to be worth it, imo.