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ChaPaVe

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  • Vringo's Fundamental Value [View instapost]
    10x like Acacia and IDCC, but we have to normalize the earnings, which may take time to unravel. Target price$8-10, should be at base price of$4.40 soon.
    Nov 8 05:35 PM | Likes Like |Link to Comment
  • Buy Vringo While Jury Is Deliberating [View instapost]
    The validity of the patents is ultimately the USPTO's job. There is a presumption of validity as they were the ones who granted them in the first place. Google's action is routine in this type of litigation.
    Nov 6 09:23 AM | Likes Like |Link to Comment
  • Vringo, Google, And The Curious Citizens Of Norfolk, Virginia [View article]
    we are long VRNG since August, please see our two latest instablogs and see why we believe FB is next infringer, see you all after the jury results, ironic its on election day, all our proceeds from SA will be donated to hurricane sandy victims, stay strong and warm
    Nov 5 08:27 PM | Likes Like |Link to Comment
  • Travelzoo Needs New Emperor [View article]
    Just a crying shame, TZOO had a bright future, but the control shareholder discount seems terminal.
    Oct 25 11:59 AM | Likes Like |Link to Comment
  • Facebook Wins With Spin, But Is There Any There? [View article]
    Great points Dana. No need to rush into this name. Lots of moving pieces here. No bargain at all, your market cap does not use fully diluted share count of 2.67 billion though.
    Oct 25 10:17 AM | 1 Like Like |Link to Comment
  • Facebook's Halloween: 'The Rocky Horror Picture Show' [View article]
    "Only thing" is the Tsunami thing. Best way to end a rally is throw more shares into it. Not buying into the hyped up numbers. Don't ignore the one time charges, they are real costs your management team is incurring. Also, the "beat" was created by the use of less shares than fully diluted numbers they reported. Less shares inflates earning per share.
    Oct 24 09:39 AM | Likes Like |Link to Comment
  • Vringo Vs. Google: Why The Underdog Will Come Out On Top [View article]
    Shorts seem to be covering, good currents from court?
    Oct 23 12:01 PM | Likes Like |Link to Comment
  • Facebook, Google Move Away From Ad Model [View article]
    I agree with your FB price target. They seem to be pumping their advertiser adoption with media reports which we think are FB sponsored, here is one link : http://bit.ly/QS0voH
    Oct 23 11:21 AM | Likes Like |Link to Comment
  • Facebook Flings Spaghetti As Lock-Up Expirations Approach [View article]
    Here is a presentation that looks like its sponsored by FB. Seems to be bullish, very poorly written, and poised to confuse, any comments are welcome, http://bit.ly/Rie56X
    Oct 23 09:01 AM | Likes Like |Link to Comment
  • Vringo Vs. Google: Why The Underdog Will Come Out On Top [View article]
    Keep up the good work! Will be volatile until the win is in!
    Oct 22 07:31 PM | 1 Like Like |Link to Comment
  • Vringo Vs. Google: Why The Underdog Will Come Out On Top [View article]
    Facebook could be on the hook next as an infringer.
    Oct 22 03:09 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: Why The Underdog Will Come Out On Top [View article]
    Nice article! Agree with you.
    Oct 22 01:53 PM | 1 Like Like |Link to Comment
  • Why Hedge Funds Bought Vringo [View article]
    There is nothing free about Google. The advertiser pays the bill. And in this case, Lang invented that model and should be compensated. I am assuming you have never invented anything and therefore don't appreciate the concept of violation.
    Oct 21 05:51 PM | 1 Like Like |Link to Comment
  • Why Hedge Funds Bought Vringo [View article]
    The most difficult hurdle in a patent case is to get to trial and have a case that a jury can understand. Vringo has cleared this hurdle beautifully and represents the little guy against almighty Google. The jury most often goes with the little guy who has been harmed. Also, it is highly,highly,highly unlikely that the Supreme court would give this case "cert" and hear this case.
    Oct 20 08:15 AM | 3 Likes Like |Link to Comment
  • Several Internet stocks are heading south in response to Google's early Q3 report. Facebook (FB -2.8%), Yelp (YELP -2.7%), Groupon (GRPN -2.8%), Zynga (ZNGA -1.6%), and LinkedIn (LNKD -2.1%) are among the casualties. [View news story]
    MLNX is headed further south as well. Great coverage by fellow SA writers Akram's Razor as well as Brian Nichols !
    Could be next QLGC or STEC. Sub 50 soon!
    Oct 18 12:58 PM | Likes Like |Link to Comment
COMMENTS STATS
106 Comments
29 Likes