Re: You have to re-evaluate every day-Liposghost
"If I had a better idea I would move on."
Not either/or in my book, as I have great faith in Frost's acumen, though I have reduced the amount of OPK I own. My largest holding is VHC, which has ~$900M in judgments against AAPL awarded in two trials in the EDTX courts, the first of which, ~$400M with interest, was recently affirmed by the CAFC in a Rule 36 decision. AAPL is hanging its hopes of a win at this late stage on a panel reversal, an en banc review, or a hearing by the Supreme Court, all of them small likelihood, as a Rule 36 reflects that there is nothing to see here. AAPL's other hope has been a PTAB inter partes review that has found the patents invalid. This, however, was heard by the CAFC and will be returned to the PTAB for further work. In the meantime, the jury's findings of patents being not invalid will have full legal standing by the time the PTAB appeal returns to the CAFC. I think the same is likely true for the ~$500B judgment from a second trial that is now being readied for CAFC hearing.
Complicated for those who do not follow IP law, but there's a lot of information on the IV VHC page. I've been in this stock for years and, before that, RMBS, and I think the tide has turned from the days of "efficient infringement" and generally false claims about "patent trolls" under former Under Secretary of Commerce and head of the Patent and Trademark Office Michelle Lee--who was, before that, Google General Counsel--to a situation with her replacement Andrei Iancu where smaller innovative companies will be recognized and rewarded for their innovations and not bullied out of the marketplace by the big winners of the past twenty or so years, who have the financial resources to litigate smaller companies to death.
I leave it to anyone with interest to do their own due diligence. I wish Terry--good old boy that he was--was still around for me to share this information with him. Make of it what you will. ~70M shares outstanding.
Kind regards,
Kilroy