InfoVine has an EV of -75B. In other words, Mr. Market's offering this market-leading, durable, sticky business for less than free. At the same time, the company trades less than 5x earnings, generating significant cash-flow. INFOvine.co.,Ltd. operates in the mobile, security, gaming, and entertainment fields. The company offers UBIKey, a mobile phone certificate storage service; … Continue reading InfoVine (115310): Leading Business With Durable Competitive Advantages Trading Less Than Cash & 5x Earnings
Tag: Net Net Stocks
Jay Walker Is At It Again
Ben Graham taught me that its better to invest in good businesses trading at discounts to intrinsic value. Warren Buffett elaborated on that idea and taught me it's sometimes okay to invest in great businesses at okay prices. What both of these men will tell you is that it's always a great idea to invest in companies … Continue reading Jay Walker Is At It Again
Deep Restructuring Play in Biotech
It's been a while since I've written about a particular company, and frankly its not because I don't have the time ... I just haven't really found any worth writing about. Whether its a new IPO, or Amazon's buyout of Whole Foods, one event or another seems to kick the market past 6th gear and … Continue reading Deep Restructuring Play in Biotech
Another Way To Play Pharmaceuticals (SWKH)
The search for value is getting harder, but its not impossible, not yet. I wonder if at the point of impossibility to find decent value, the end of the bubble will appear. Either way, I don't care. I'm not in the business of market timing, I'm in the business of finding value and extracting profits … Continue reading Another Way To Play Pharmaceuticals (SWKH)
Juniper Pharmaceuticals Distress Play
Pharmaceutical companies. When I think of biopharma, the first word that pops into my head is, "stressful". I'm right, to an extent. Pharmaceutical companies, especially those in the small cap / micro cap space live and die by drug approvals and pipeline passes. Failure to pass a drug test or failure to bring a product … Continue reading Juniper Pharmaceuticals Distress Play
The Market Plunger 