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Tom Shaughnessy  

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  • AcuityAds Holdings: Unknown SaaS Play With >100% Upside [View instapost]
    Great find Sujan!
    Aug 5, 2015. 11:34 AM | 1 Like Like |Link to Comment
  • Network-1 Technologies: An Undiscovered, Cash-Rich Company With A Solid Revenue Stream Could See Substantial Upside On Proven IP Assets [View article]
    One of the main reasons I invested in NTIP is the market not pricing in the remaining defendants and new portfolios.

    This investment is panning out very nicely through execution by NTIP's CEO.

    The risks are present, but management is executing strongly.
    Jul 11, 2015. 02:17 PM | Likes Like |Link to Comment
  • Network-1 Technologies: An Undiscovered, Cash-Rich Company With A Solid Revenue Stream Could See Substantial Upside On Proven IP Assets [View article]
    Trifecta week for the company, three big announcements.
    Jul 9, 2015. 12:20 PM | Likes Like |Link to Comment
  • Direct Insite Still Trades Below A Buck, But Not For Long [View article]
    Excellent coverage Sujan. In my opinion, (1) signing an additional bank or (2) additional customers through the current Tier-1 Global Bank are game changers for the company.

    Also, thanks for the linked mention.

    My Research Report: http://bit.ly/1I1Guvg

    Notes From my 1-1 With DIRI's CEO and Marcum Presentation:

    http://bit.ly/1I1GtHI

    Best Regards,
    Jun 1, 2015. 11:44 AM | 1 Like Like |Link to Comment
  • Crossroads Systems' (CRDS) CEO Richard Coleman on Q1 2015 Results - Earnings Call Transcript [View article]
    Our thoughts on CRDS' earnings:

    http://bit.ly/18VP9QT
    Mar 5, 2015. 10:28 PM | Likes Like |Link to Comment
  • Network-1 Technologies: An Undiscovered, Cash-Rich Company With A Solid Revenue Stream Could See Substantial Upside On Proven IP Assets [View article]
    $NTIP Earnings out $12.3M in revenue for FY14, $1.76M Net income vs $1M Y/Y up 74%, $0.07 EPS vs $0.04 Y/Y up 75%. Full Filing:

    Full Release: http://bit.ly/1McbGXG...

    Our full report released to first members in Late January:

    http://bit.ly/1McbGXI...


    Articles shared on SA are general articles, and are delayed to allow SecretCaps members ample time to review.
    Mar 5, 2015. 07:11 PM | Likes Like |Link to Comment
  • Network-1 Technologies: Nice Story, But Misleading Growth And Optionality [View article]
    Paulo,

    I think you are correct that the PoE patent should be considered safe.

    Below is my report from February which I recently shared on SA.

    I think there are several reasons why the PPS is above the level described, much of it has to do with the company's other two IP portfolios, and expansion of their PoE patent's monetization.


    http://seekingalpha.co...

    Best,
    Tom
    Mar 3, 2015. 10:12 AM | Likes Like |Link to Comment
  • Lumber Liquidators - The Carnage Will Be Brutal [View instapost]
    Agreed, the lawsuits are going to get ridiculous
    Mar 2, 2015. 06:47 PM | 1 Like Like |Link to Comment
  • A Scandal On Edge [View article]
    Matt, excellent research and coverage as usual.

    Cheers,
    Feb 2, 2015. 06:28 PM | 3 Likes Like |Link to Comment
  • Asure Software: An Undervalued SaaS Growth Story With Substantial Upside Potential [View article]
    We are sharing our original research, to demonstrate the type of content our members receive. We continually update our members.

    Further, we believe this article still has valuable content on Asure Software, namely the CEO interview, not found anywhere else.

    Cheers,
    Feb 2, 2015. 03:21 PM | Likes Like |Link to Comment
  • Asure Software: An Undervalued SaaS Growth Story With Substantial Upside Potential [View article]
    This written interview is secondary to the separate Recorded Interview at SecretCaps.com which is more in-depth and has a different set of question and answers.

    This article was released several months ago to SecretCaps members, who recieve all content first.

    Our latest, and most in-depth report in our opinion, on Network-1 Technologies is embargoed for SecretCaps members only and was just recently released.
    Feb 2, 2015. 02:48 PM | Likes Like |Link to Comment
  • It's A MARA-Thon, Not A Sprint In The Patent Monetization Space [View article]
    Excellent coverage. Great job IP.
    Jan 29, 2015. 01:54 PM | Likes Like |Link to Comment
  • Update: Crossroads' Offering May Actually Be A Good Thing [View article]
    Another thought: Raise the money to pay off the Fortress loan to avoid paying them 20% of any non-972' royalties or settlements, or any '972/non-972' bundled deals.

    Cheers,
    Jan 28, 2015. 01:47 AM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    Nice write up Ian. Thanks for sharing your detailed research.
    Jan 13, 2015. 01:12 PM | Likes Like |Link to Comment
  • Kyle Bass's Assault On Pharma Patents [View article]
    Very intriguing, thanks for sharing.
    Jan 8, 2015. 02:04 PM | 1 Like Like |Link to Comment
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