I think IFT is not extremely original as an investment idea, but could be worth a look anyway.
It was written on VIC (http://www.valueinvestorsclub.com/value2/Idea/ViewIdea/64378) and has since appreciated more than 50%. Still, even at +$4/share, there is room to capture, 50-70%, if:
- cash is not wasted (lawyers, SEC settlement)
- Bulldog continues their deed
- the 10-K does not kill the thesis