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  • Tiger X Medical: At Least A Double With This Growing Cash Pile [View article]
    No news of which I'm aware ... it is still undervalued in my opinion obviously ... FWIW the stock is still up more than 10 % since the article came out.
    Oct 29 07:25 PM | Likes Like |Link to Comment
  • Tiger X Medical: At Least A Double With This Growing Cash Pile [View article]
    WIth the exception of the sale last week there are nothing but purchases for the past year. Jonathan Brooks' sale of stock last week is surprising, but it is a very small portion of his overall holdings. To put things in perspective, this is a stock that has doubled since August. There is also always the strong possibility that the seller just needed some liquidity.
    Oct 28 09:51 AM | Likes Like |Link to Comment
  • Tiger X Medical: At Least A Double With This Growing Cash Pile [View article]
    Excellent question Dan.

    The royalty stream lasts for 20 years from the anniversary of the closing date of the Asset Purchase Agreement with Arthrex:

    http://1.usa.gov/1667cP0
    Oct 24 09:24 AM | Likes Like |Link to Comment
  • Tiger X Medical: At Least A Double With This Growing Cash Pile [View article]
    This is really just a question of market size, the market size sources I cited are very high profile and should be reliable.
    Oct 23 11:55 AM | Likes Like |Link to Comment
  • Tiger X Medical: At Least A Double With This Growing Cash Pile [View article]
    Thanks for the question Mike.

    Tiger X actually designed the original devices listed in Cardo's 10-K and sold them to Arthrex. Arthrex has rebranded them under the iBalance name and is now selling them with a 5 % royalty for Tiger X. I'm not aware of an agreement between Tiger X and anyone other than Arthrex.
    Oct 22 10:02 PM | Likes Like |Link to Comment
  • Tiger X Medical: At Least A Double With This Growing Cash Pile [View article]
    Dr. Brooks is both the only employee (though he receives no salary) and the largest owner, so his incentives are very much aligned with shareholders. More generally, costs shouldn't rise unless there is a way that Dr. Brooks or Dr. Frost see a way to add value to the business that requires some spending.
    Oct 22 02:50 PM | 1 Like Like |Link to Comment
  • Why You Should Not Buy National Bank Of Greece [View article]
    Is there any information on insider actions by NBG management? NYTimes ran an article (http://nyti.ms/19eXx8u) disparaging Piraeus Bank management, particularly Michalis G. Sallas, and I am curious if his (alleged) actions parallel those of members of NBG, e.g. Alexandros Tourkolias.
    Jun 18 02:17 AM | Likes Like |Link to Comment
  • Sony To Microsoft, Game Over? [View article]
    What do you think about Bleszinski's comments that the high cost of modern games will force Sony to install some sort of restriction on used games? http://bit.ly/19eWR2Z
    Jun 18 02:11 AM | 1 Like Like |Link to Comment
  • IDT: Despite Significant Gains, Even More Undervalued After Recent Earnings [View article]
    agreed.
    Jun 17 10:52 PM | Likes Like |Link to Comment
  • IDT: Despite Significant Gains, Even More Undervalued After Recent Earnings [View article]
    I think Fabrix is understated in this article. Cloud-based video storage, processing, and delivery is a movement, as advertisers look to video to supplant text and picture. IBM announced last week that they will acquire cloud infrastructure company SoftLayer Technologies for 2 billion. http://ibm.co/19IcZN9 Also, 2 years ago, there were rumors IBM was willing to pay up to 100 million for Fabrix. http://bit.ly/19IcZNa Fabrix has since had revenues increase 166% (9 months ended April 2012 and 2013)
    Jun 17 02:22 AM | Likes Like |Link to Comment
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