Kris has been doing hands-on technology research for 30 years as a researcher, company executive, investor, publisher, and company advisor. Kris is probably best known for his work in software equity research where his name is closely associated with many successful infrastructure companies... More
This very microcap name has collapsed but has one interesting thing going for it, over $6/share in cash, fairly high levels of profit and a tiny number of shares outstanding.
Against all odds these guys exist and have actually put two or three good years together as a company although I thought the days of anyone needing an object database (their core product) were long over.
Insiders may have thought the same and were all very good sellers at prices at $20-30/share. (The stock now sits at $11.) The company also has a buy-back program in place and did buy some stock in at higher prices in the past. This program is still active.
I was told this is a good use of the new instablog service but we'll have to see.
Research 2.0 just did a major upgrade this week to reach what we envisioned back in 2005 but never got around to building thanks to the many distractions that a new business can get you into.
Now we have a range of capabilities that will allow us to focus nearly 100% on research yet still deliver more to our clients thanks to automation and more efficient access to our research library, models, calendars, events and on-demand services.
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.
Looking at broken Versant (VSNT)
This very microcap name has collapsed but has one interesting thing going for it, over $6/share in cash, fairly high levels of profit and a tiny number of shares outstanding.
Against all odds these guys exist and have actually put two or three good years together as a company although I thought the days of anyone needing an object database (their core product) were long over.
Insiders may have thought the same and were all very good sellers at prices at $20-30/share. (The stock now sits at $11.) The company also has a buy-back program in place and did buy some stock in at higher prices in the past. This program is still active.
More »New Infrastructure: Tastes great and is less filling!
I was told this is a good use of the new instablog service but we'll have to see.
Research 2.0 just did a major upgrade this week to reach what we envisioned back in 2005 but never got around to building thanks to the many distractions that a new business can get you into.
Now we have a range of capabilities that will allow us to focus nearly 100% on research yet still deliver more to our clients thanks to automation and more efficient access to our research library, models, calendars, events and on-demand services.
More »