Microsoft: A Value Stock With Plenty of Upside [View article]
Hey, thanks for reading. I think there are a number of things that could unlock the value. A) the hedge fund pressing Ballmer B) special dividend c) accelerated share buybacks.
8x8 Sells Patent Family For $12M; Implies Patent Portfolio Value Of Up To $600M [View article]
Good article. If you/commenters are correct that there are 2 patents a family on average for 8x8, that suggests a patent valuation of $6 million/patent. It's possible, but it seem a be a very inflated figure figure. All of the comp patent transactions I have seen come out at between $100k-$1 million a patent (Google/Motorola, Microsoft/AOL, InterDigital/Intel, and others). Taking the high end of that suggests that EGHT's patent portfolio is worth $80 million not $600 million.
More than likely, there are were more than 2 patents involved in the transaction.
Star Bulk Carriers: Good Buy at Current Prices [View article]
After looking further into this, I don't think the two new deliveries should be included in the valuation. The company does not own them yet but has only put down deposits which are on its balance sheet.
Bill, I see your points. I just think the incentives aren't aligned with shareholders so there is a high risk of shareholder unfriendly actions by management. Their incentives aren't linked with shareholders so why would they act in a way that rewards shareholders and not them?
I think the potential for the candle business to be worth more is there but since it has been in a multi-year decline, I'd like to see some turnaround in the operations before assigning it with a higher multiple.
GT Advanced - Attractive Valuation But Incentive Structure Creating Potentially Damaging Strategy [View article]
Star Bulk Carriers: Good Buy at Current Prices [View article]
Microsoft: A Value Stock With Plenty of Upside [View article]
8x8 Sells Patent Family For $12M; Implies Patent Portfolio Value Of Up To $600M [View article]
More than likely, there are were more than 2 patents involved in the transaction.
Hecla's Assets Value It At $7 Per Share [View article]
Transocean Buys High, Sells Low; Investors Lose [View article]
Star Bulk Carriers: Good Buy at Current Prices [View article]
Star Bulk Carriers: Good Buy at Current Prices [View article]
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Fibrocell Science: Interest Increasing With Wednesday's FDA Action [View article]
A 50% Opportunity in Cisco [View article]
Asta Funding: Results Continue To Impress The Market [View article]
GT Advanced - Attractive Valuation But Incentive Structure Creating Potentially Damaging Strategy [View article]
Kodak's Patent Auction Slow Start Is Bad News For Nokia And RIM [View article]
Blyth: ViSalus' Growth Trajectory Provides Substantial Upside For Shareholders [View article]
Blyth: ViSalus' Growth Trajectory Provides Substantial Upside For Shareholders [View article]