Saturday, December 5, 2015

Is Sinovac's EV71 Vaccine on the Verge of CFDA Approval? $SVA

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?

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) (Analysisacquired digital marketing and customer acquisition firm Fluent.

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:

Wednesday, July 22, 2015

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.

Tuesday, March 3, 2015

Wednesday, February 25, 2015

Thursday, February 12, 2015