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Chris Grunewald

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  • Vringo: How To Lose At Winning [View article]
    Once appeal is done with, the share price will correspond to the win. Not really going anywhere until then.
    Jan 30 10:27 AM | 2 Likes Like |Link to Comment
  • Vringo: Belief And Seeing Are Both Often Wrong [View article]
    If you're going to write a smart comment at least get your math right. Possible scenarios: a.) stagnant; b.) lower; c.) higher.

    The collective reasoning of VRNG investors has fallen off throughout the last few months. Woulda, coulda, shoulda.
    Dec 9 12:13 PM | 1 Like Like |Link to Comment
  • Vringo: Belief And Seeing Are Both Often Wrong [View article]
    and who called the share price stagnation at the beginning of the year?

    the big baddest "pessimist" of them all!
    Dec 4 09:02 AM | Likes Like |Link to Comment
  • Obamacare And The Government Shutdown [View article]
    The biggest problem with ER's is that uninsured individuals with no primary care provider go there bc the ER HAS to treat them (can't turn them away, they usually wait hours upon hours and don't leave!)

    Even if they get covered under ObamaCare, that doesn't change the necessary pre-requisite of needing to go to their PCP instead of the ER for non-urgent issues. They should/need to go to urgent care centers.

    Additionally, the ER is the most expensive thing in healthcare around, and O-care doesn't do anything to resist this cost curve (or, any cost curve in that matter.) Same goes for medical malpractice liability. One of the biggest reasons hospitals are reducing--or getting rid of-- trauma centers is because the doctor can't save the patient every time and the survivors go and sue.

    I could go on-- not trying to be political, but all of this media re: lower premiums just simply isn't true: this is an experiment. The Left is betting that enough low-risk people will buy in to ObamaCare to subsidize the high-risk individuals (people with pre-existing conditions especially.) If enough people don't buy in (certainly looks that way now-- 48.6MM uninsured in 2011), guess what happens? Higher premiums, weeding out people who could self-insure and just pay the $95 fine ... eventually they go higher, and higher.. and higher

    Looking forward to see how it works out..
    Oct 17 09:46 PM | Likes Like |Link to Comment
  • Vringo: PTO Ruling Significantly Undervalued [View article]
    Eh, looks like the market agreed with my sentiment on Friday
    Jul 27 08:51 PM | 2 Likes Like |Link to Comment
  • Potash Economics And An Undervalued American Junior Potash Play [View article]
    Safe to say PGRX's downfall is (was) inept management. Misappropriation of funds to insiders / personal relationships & dumb financing deals. Disappointing, given the underlying potential. Wouldn't be surprised to see a bargain BO or a BK soon given the outstanding debt due soon.

    No position.

    CG
    Jun 24 01:57 PM | Likes Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    great find. this sentence is more relevant though, nonetheless confusing when applied to respective jurisdictions:

    "The Federal Circuit’s recent decision in ResQNet.com, Inc. v. Lansa, Inc., in which the court stated that the “most reliable” evidence of damages for patent infringement may be a license that arises out of the settlement of other litigation has made matters worse. In the short time since this decision, patent practitioners have cited to ResQNet in support of their motions to discover and admit third-party settlement-related evidence."
    Jun 6 10:49 PM | Likes Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    That is absolute worthless conjecture.

    Who would V be suing?
    How much would the alleged damages be?
    When did each infringer start infringing?
    Are these patents subject to any Prior Art?

    These are the types of questions that cannot be determined at this point. Making your estimate entirely arbitrary
    Jun 4 12:54 PM | 1 Like Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    Hey Alan. Her salary is alarming given what VRNG has accomplished . Yes, they won a liable ruling against GOOG, et al. Yes, they settled against MSFT. But those two things have added up to 31MM so far. This company is, at the moment, an underachiever whose next potential remedy(ies) from GOOG, ZTE won't be available for at 6-12months (GOOG $$ goes into escrow for appeal, ZTE timeframe). Add this in with relatively uncomplicated financial statements and being a small-cap company. I just don't think that kind of monetary package (salary, stock options, etc.) is necessary given what VRNG has accomplished to date, and the realistic outlook for the next 6-12 months. If they had accrued hundreds of millions in their balance sheet due to GOOG litigation, okay, I can understand. But that remains to be seen.

    CG
    Jun 4 11:21 AM | Likes Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    " In my opinion, VRNG remains, more than ever, a trading vehicle, not an investment."

    Well said.
    Jun 4 11:14 AM | 1 Like Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    Sounds optimistic. I'm basing my analysis on what we know now; and that is 1MM and a handful of patents out of Microsoft's 40000+ is far from the earlier estimates, whether they were conservative or similarly optimistic. Even if they are vital, it will take years for VRNG to monetize them. They don't have years in this macro-NPE environment. If they can use the patents to provide the foundation for a more sustainable underlying business in which the IP supports, I would be impressed.

    CG
    Jun 4 11:13 AM | Likes Like |Link to Comment
  • Vringo's Catalyst Is Finally At Hand, Or Is It? [View article]
    final district ct judgment is automatically appealable.
    May 28 09:46 PM | Likes Like |Link to Comment
  • How Will Judge Jackson Handle Google's Confirmed Workaround?‎ [View article]
    Nonetheless a misrepresentation.
    May 28 07:36 PM | Likes Like |Link to Comment
  • Vringo's Catalyst Is Finally At Hand, Or Is It? [View article]
    KP,

    You are misrepresenting your statistics. The "median" distribution is astronomically more different from the "mean" statistic. One of the most accurate comparison with VRNG at this point is VHC & MSFT. I've done those numbers/comparisons multiple times. In reality, a cross-appeal btwn a hard-headed, deep-pocketed appellant/appellee and a greedy, non-proven appellee/appellant can (will) go on for multiple years. Nonwithstanding the possible stay determinant on the PTO re-examination of invalidity (non-patentability). Note the TransLogic precedent, which I have analyzed multiple times as well. Sorry.

    CG
    May 28 07:24 PM | Likes Like |Link to Comment
  • How Will Judge Jackson Handle Google's Confirmed Workaround?‎ [View article]
    Well said. There should be an opportunity to sell into short-term strength when a [822] ruling comes; hard to imagine VRNG not getting enhanced future royalties.. Although if everyone is planning to sell into the pop to exit their position (many people do), who will buy these shares? There's my question. But we'll see.

    Good job on the pot articles btw, keep them coming. And my bet is on the Eagles for '14 SB! :)
    May 24 08:18 PM | Likes Like |Link to Comment
COMMENTS STATS
115 Comments
53 Likes