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John H. Ford's  Instablog

John H. Ford
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For the past 30 years, I have been involved in startups, as a founder, and active investor. My first company was purchased by Johnson & Johnson, which set the foundation for future investments. My level of trading escalated after graduating from college, primarily as a result of my... More
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  • Marathon Could Become One Of The Most Successful Patent Monetization Companies In The World

    When I first began covering Marathon, the stock was trading in the $4.50 range. I more than doubled my position when it hit $14, and last Friday it closed at $17.66, up over 8% on the day. With a mind-boggling number of catalysts in the next few months, this run-up could continue with a vengeance.

    When CEO Doug Croxall commented on Q3 results, he made a very significant statement that I think investors overlooked. He stated that Marathon has the wherewithal to become one of the most successful patent monetization companies in the world.

    What makes this statement particularly important is that it came from a CEO who has proven to be extremely conservative in nature. I had breakfast with Doug last year in Los Angeles, and observed that he is not a leader to make exaggerated claims. In fact he is quite the opposite. When he publicly states that he believes Marathon could become one of the most successful patent monetization companies in the world, that's not to be taken lightly. After observing him in action, and witnessing the company's better-than-expected execution, I believe his prediction will materialize.

    Disclaimer and disclosure: It is probable that the author and his associates have a position in the subject securities consistent with the opinion expressed in this article and they reserve the right to buy and/or sell the securities mentioned in this article, at any time without further notice. For complete disclosure and disclaimer information please click here.

    Disclosure: The author is long MARA.

    Dec 07 8:30 AM | Link | Comment!
  • I Am Long Cynapsus Therapeutics

    I have initiated a long position in Cynapsus Therapeutics (OTCQX:CYNAF). The company will soon be reporting Phase 2 data, and if the data is positive, Cynapsus should be valued above $500 million, equal to that of its closest competitor Civatas which was recently purchased for $525 million cash. Cynapsus is currently valued at $56 million, has $18 million in cash, and no debt. I will publish a detailed analysis once the company completes its NASDAQ up listing.

    Disclaimer and disclosure: It is probable that the author and his associates have a position in the subject securities consistent with the opinion expressed in this article and they reserve the right to buy and/or sell the securities mentioned in this article, at any time without further notice. For complete disclosure and disclaimer information please click here.

    Disclosure: The author is long CYNAF.

    Nov 06 9:57 AM | Link | 17 Comments
  • One Of The Best Biotech Trades I Have Ever Encountered

    I will be releasing a new article this week, but only to my subscribers.

    Here's the sequence of events:

    1st event: I will release the entire article to my subscribers.

    2nd event: Within 24 hours I will publish a micro analysis along with the company ticker on Seeking Alpha and Twitter.

    3rd event: Once the company completes its NASDAQ uplisting, I will publish the entire article on Seeking Alpha.

    This company presents one of the most ideal biotech trades I've ever encountered. If it delivers positive Phase 2 data, which is highly likely given past data, the company should be valued at the same level of its primary competitor; over $500 million. The market is completely unaware of this company, which is why its current valuation is a ridiculously low $50 million.

    But what makes this trade even better, is that the FDA approved an accelerated clinical path, which makes this a relatively low risk trade. Additionally, NASDAQ up listing is imminent, the company has a strong balance sheet, and its technology has been endorsed by industry leaders and Big Pharma. This trade could provide a 2X to 5X short-term return. Longer-term, we could see a 10X return.

    If you would like to receive this article, please click here.

    Nov 03 12:34 PM | Link | 2 Comments
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