In late September, I met with Chinese biopharma Sinovac Biotech (ticker: SVA). At the time, management said it expected CFDA approval for its novel EV71 vaccine by early 2016. The same was said on its November earnings call. So did the stock rally this week in anticipation?
Saturday, December 5, 2015
Thursday, November 19, 2015
EXCLUSIVE: IDI CEO on the “Transformational Transaction”, Dr. Frost, & the Path to Billions
In a “transformational transaction” earlier this week, IDI (ticker: IDI) (Analysis) acquired digital marketing and customer acquisition firm Fluent.
Labels:
CEO Interview,
Cogint,
COGT,
IDI,
Tiger Media
Monday, October 26, 2015
IDI - Building An Extraordinary Business $IDI
This is the second in a series of substantive articles on IDI (ticker: IDI) from Jeff Geygan and his team at Global Value Research Company. I'm publishing with permission:
Friday, October 16, 2015
Fund Manager Remains Bullish on IDI $IDI
In his latest quarterly investor letter, Threshold Capital's Peter Delgado discusses his latest thoughts on IDI (ticker: IDI) (published with permission):
Thursday, September 24, 2015
Exclusive Interview: Chinese biopharma Sinovac (SVA) Makes a Compelling Case
Last week I met with management of Chinese small-cap Sinovac (ticker: SVA) while they were in New York for the Morgan Stanley Healthcare Conference. We spoke for almost an hour. Here’s the conversation in full (lightly edited):
Thursday, September 17, 2015
The Bull Case for IDI ( $IDI )
Jay Thompson of SkyTides has written an exhaustive rebuttal to the recent short attack against IDI Inc (IDI). I encourage you to read it. As for IDI's future, Jay concludes with the following:
Wednesday, September 16, 2015
IDI - A Potent Legacy Advantage $IDI
Below is an excellent new piece on IDI Inc (IDI) from Jeff Geygan and his team at Global Value Research Company. They understand the IDI story as well as anyone. I'm publishing this with permission. Stay tuned for the next in their series:
Tuesday, July 28, 2015
Wednesday, July 22, 2015
Exclusive Interview: IDI Management Shreds Anonymous Blog Post, Buys Stock $IDI
Short sellers play an important role in any public equity
market.
Labels:
CEO Interview,
Cogint,
COGT,
IDI,
Tiger Media
Sunday, July 19, 2015
Questions for GigaMedia (GIGM) ???
I'm scheduled to meet with Taiwan-based online gaming and e-commerce company GigaMedia (ticker: GIGM) this week.
Thursday, July 2, 2015
Exclusive Interview: IDI Inc. (IDI) Chairman is Bullish on the New Direction
As you will see below, Mike Brauser, the new Chairman
of IDI Inc (IDI) (formerly Tiger Media) has enjoyed tremendous professional
success.
He also happens to be a business partner of billionaire Dr. Phillip Frost.
Labels:
CEO Interview,
China,
Cogint,
COGT,
FMCN,
Focus Media,
IDI,
Tiger Media
Monday, April 20, 2015
Is There a Better Investor Relations Model in the Age of Social Media?
If you’re an investor you demand many things.
Labels:
Facebook,
investor relations,
IR,
social media,
stocktwits,
twitter
Tuesday, March 3, 2015
Wednesday, February 25, 2015
10 New Ways Companies are Sharing their Earnings Call Key Messages
Once their earnings calls end, public company executives typically call it a day.
Labels:
businessinsider,
Facebook,
investor relations,
IR,
social media,
stocktwits,
thestreet,
twitter
Thursday, February 12, 2015
20 New Strategies Companies are Using to Engage Investors
Traditional investor relations practices alone are no longer enough.
Labels:
Facebook,
investor relations,
IR,
social media,
stocktwits,
twitter
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