• 1980XLS-2.0
    IDCC patent chatter. FB, GOOG, MMII, MSFT, AOL, RMBS
    4/24/12
    Reply (11)
    • cgodwin: FB adding patents
      4/24/12
    • BTD70: Related inquiry: did you nibble any SVVC/Napsers in anticipation of FB IPO? I'm considering, depending on how current...
      4/24/12
    • BTD70: ....positions close-out time-wise.
      4/24/12
    • 1980XLS-2.0: I own a little NPSNY.PK @ $56
      4/24/12
    • BTD70: Thanks, have noted diverging opinions here on SVVC versus NPSNY.PK.
      4/24/12
    • 1980XLS-2.0: You are getting much more than FB with Naspers. Global exposure to emerging mkts and shrs of TCEHY.PK as well.
      4/24/12
    • Husky Financial: BP- check out my article on NPSNY http://seekingalpha.com/a/a7rr 1980 turned me on to them and I did a bunch of research they are very exciting co
      4/24/12
    • Husky Financial: they own 0.7% of FB, the real kicker is 34% of Tencent which is arguably a better company than FB right now as far as rev & profit goes
      4/24/12
    • Husky Financial: Naspers and Tencent are two VERY exciting companies. Naspers emerging market Internet portfolio is one of the best in the world.
      4/24/12
    • Husky Financial: Also added bonus that they are essentially the Comcast of Africa
      4/24/12
    • BTD70: Thanks, Husky! Will check it out..
      4/24/12