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  • Analyzing Gradient Analytics (BVF, RACK) [View article]
    Regardless of your rationale, those who followed your advice lost money--pure and simple.

    Donn
    Jan 30 18:19 pm |Rating: 0 0 |Link to Comment
  • Analyzing Gradient Analytics (BVF, RACK) [View article]
    That is, we had it under examination but they beat us to the punch.

    DV
    Jan 18 19:01 pm |Rating: 0 0 |Link to Comment
  • Analyzing Gradient Analytics (BVF, RACK) [View article]
    Chad,

    I still have to say that the multiple compression theory just doesn't hold. IMO, the business model isn't working and it was plain to see in the financials. The only downside is that we had RACK under examination again when the bad news broke this time.

    Donn
    Jan 18 19:01 pm |Rating: 0 0 |Link to Comment
  • Analyzing Gradient Analytics (BVF, RACK) [View article]
    Chad,

    Thank you for clarifying. I will just add one thing. It's not just the quantity of earnings that matters, it's also the quality. That a company meets or exceeds estimates, by itself, means nothing.

    As for your multiple compression theory, what caused the market to suddenly compress RACK's multiple in the face of what you argue was good news (higher projected financial results)? Is the market that inefficient?

    Best Regards,

    Donn
    Jul 28 19:50 pm |Rating: 0 0 |Link to Comment
  • Analyzing Gradient Analytics (BVF, RACK) [View article]
    Chad,

    With all due respect, you did not check your facts carefully before posting this blog. Clearly I cannot speak to the issue of the BVF lawsuit given the ongoing litigation. However, your comments regarding our research on RACK are incorrect and incomplete.

    First, a team of analysts thoroughly researched RACK prior to issuing our opinion. It was not purely the result of a computer model as you allege. Second, we specifically addressed whether or not RACK was really a build to order model. In this context, a number of indicators cited in our report raised serious questions about the validity of this assertion.

    I think that you should give our research a try. Our observations about RACK proved invaluable to clients upon announcement of Q2 earnings.

    Respectfully,

    Donn Vickrey
    Co-Founder/Editor-in-C...
    Gradient Analytics
    Jul 27 17:19 pm |Rating: 0 0 |Link to Comment
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