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  • Hedge Funds: The Most Expensive Bargain In Town [View article]
    Here I was thinking that The Economist magazine summed up everything to the contrary using the HFRX. Would it be that hedge funds outperform the market domestically, not internationally, then?
    Jan 16, 2013. 04:20 AM | Likes Like |Link to Comment
  • The Fed shouldn't even talk about halting QE until headline unemployment drops to 7.25% (it's 7.8% now), says the Boston Fed's Eric Rosengren. ZIRP, of course, will remain in place until UE hits 6.5%. If the employment picture doesn't improve, not only will the beatings continue, but Rosengren sees scope for an even-larger QE program. [View news story]
    He is dovish and made statements favoring further stimulus months before QE2 happened.
    Jan 15, 2013. 11:05 PM | Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    James, I would take you up on the cup of coffee but am not here to call you a "Pump and dumper." Where does airing harsh commentary get anyone, anyhow? There is clearly something to your methods beyond selling to people who are willing to pay.

    The S&P 500 has outperformed the HFRX for 10 consecutive years or something like that, so it seems to me that one could argue that many money managers are simply able to have the wealthy perpetually pay exorbitant amounts for subpar service. However, it sounds like Mark Cuban's advisor who introduced him to VRNG is worth it...

    I have not noticed you writing articles on this web site for stocks that are not micro caps, though. It would make sense that publicity aired through this almost professional medium can move a share price. If you offered a "Buy Goldman Sachs Now" article, the market would not laugh at you, but probably would be indifferent. However, if you are able to write up a case for Corporate Resource Services (and it meets Seeking Alpha's micro cap policy requirement) the stock might show some immediate gains because of it.

    Sadly, something similar appears to possibly be what we have recently witnessed in Dan Ravicher's work. To me, in contrast to many others, there is no reason to criticize him. In actuality, VRNG makes sense to buy under $3 and to sell after a 25%+ gain. He has also repeatedly and profitably upbraided the stock for its behavior--making him a leading Vringo investor.
    Jan 14, 2013. 09:19 PM | Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    I have been following Akram's Razor as of recently: you are not dealing with a punchinello regarding him. He makes a person wonder if, perhaps in order to be a competent hedge fund manager, stock picker, or investor, the ability to identify a short sale situation is implicit? If interested, listen to James Chanos because he has probably been sharper!
    Jan 13, 2013. 08:44 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: Google Did Not 'Flip-Flop' Or Concede To Ongoing Royalties [View article]
    I was not going to click on this article but am glad for doing so.

    Options could still be lucrative for VRNG. A calendar spread is what is in mind regarding two future events that could cause a surge in the stock price: news out of Mannheim on the ZTE case, or one of several expected rulings for the ongoing matter. Selling short a January call(s), might be worth looking into. I have not been paying attention to scheduling, though the unfolding of events in Germany may be easier to predict.

    Also, for anyone who is interested, an investor relations advisor for a microcap company that is asserting its IP has contacted me regarding my Vringo article. Maybe if you like this case, you would also like the resulting work that is being written up on their client and the defendant entities. After roughly 30 hours, there is a rough draft. I have mixed feelings about submitting anything to the editors in earnest, though it has been done before...
    Jan 9, 2013. 07:52 PM | Likes Like |Link to Comment
  • Google Flip Flops, Concedes Vringo Entitled To Ongoing Royalties [View article]
    Thanks for the new article, Dan. You and I do not know each other. Yet, maybe you have a moment for ramblings pertaining to so much anonymity on this web site?

    My Berkshire Hathaway article has gotten some page views; though, at least in the short term, it may be missing the stock's valuation. You know, the company's Class A shares cost around $135,000 nowadays, without checking the current price. Amidst the readership, there have been two reply comments. One is from a user named "stout." Can you think of anyone by that name who would have the kind of resources to own some BRK.A? Dan, from the sound of it, you are probably doing fine money-wise; it is just unlikely that you would be as big a Berkshire shareholder. Amidst contemplation, I have been enjoying Ritz crackers.

    I reviewed your recent Vringo article on the USPTO reexamination, an area where expertise had been lacking on these discussion boards. One user posted there under the name "OnePostOnly," citing your beneficial participation in Vringo stock, and made some statements that could be intimidating via a legal term, "Inurement." Notably, you added language pertaining such issues to your "Additional disclosure."

    While there is no comfortable way to conclusively get through to actual underlying identities--and hopefully you have not been disturbed, and can somehow remain unaffected, by a death threat you have mentioned--to me, it is safe to conjecture that other patent lawyers who have considerable stakes in VRNG are reviewing and participating on these discussion boards. Maybe Ashley Keller would eventually review my own work on the ticker symbol?

    What I am getting around to saying is that it is gladdening that you are added to that number of those vested in Vringo. There could even be some short term appreciation--if nothing else.
    Jan 3, 2013. 11:15 AM | Likes Like |Link to Comment
  • Buy Nuance Communications For These Reasons [View article]
    Maybe this is not a stock Lyotard would have liked?

    Paul Krugman seems to be reiterating your case for it [he may not write as well as the French philosopher; though experience is now telling me editorial staff can (negatively) influence that].
    Dec 28, 2012. 02:09 PM | 1 Like Like |Link to Comment
  • Time For Some 2013 Predictions [View article]
    Enjoyed an noted: in multiple regards the article offers a better presentation than TV networks have been providing.
    Dec 28, 2012. 11:53 AM | Likes Like |Link to Comment
  • Does Berkshire Hathaway Have A Model Buyback? [View article]
    Thank you for the comments.
    Dec 24, 2012. 06:51 PM | Likes Like |Link to Comment
  • How To Make 1,456% In 1 Week [View article]
    Let me send you a message.
    Dec 19, 2012. 04:02 PM | Likes Like |Link to Comment
  • How To Make 1,456% In 1 Week [View article]
    Thanks for that.

    I am looking for someone to consult with on an options trade, but you are probably too busy?
    Dec 19, 2012. 07:26 AM | Likes Like |Link to Comment
  • The 10 Worst Stock Buybacks Of The Millennium [View article]
    That is an enjoyable article.
    Dec 18, 2012. 06:57 AM | Likes Like |Link to Comment
  • Buy Nuance Communications For These Reasons [View article]
    Would you share anything about the new opportunities?
    Dec 16, 2012. 08:03 PM | 2 Likes Like |Link to Comment
  • 13 Hammered Stocks Limping Into 2013 [View article]
    Perhaps echoing NR's comment above, you must have been busy if this article is the result of your own work.

    R.R. Donnelly is having trouble, and the Google snafu has not prevented their removal from the S&P 500 (being replaced with Garmin). From the sound of it, there is no hurry to get involved with RRD in 2012. However, maybe there would be a clear bottom at some time?

    RRD has a $1.6 bln mkt cap and they own a company that appears to be a viable, contemporary business. Press+ has only been around since 2010, and offers "Paywall" technology for online news content. Disappearing subscriber revenues are trouble for publications, and it allows them to charge viewers for online content. There is speculation that tablet usage would be a boon for it. I do not know if it is valued enough to make a difference and immediate scrutiny has a low priority. So, maybe posting a comment like this is an efficient way to find out anything pertinent?
    Dec 16, 2012. 05:44 PM | Likes Like |Link to Comment
  • What Is The Right Strategy For Apple Now? [View article]
    As a Seeking Alpha reader, your future ways to trade earnings will have my attention.
    Dec 12, 2012. 08:17 PM | Likes Like |Link to Comment