NormR Posted May 7, 2012 Share Posted May 7, 2012 Sorry for the delay, but here's a link to my notes on the FFH Dinner. I'm happy to make modifications/corrections should they be needed. Link to comment Share on other sites More sharing options...
CONeal Posted May 7, 2012 Share Posted May 7, 2012 Thank you so much for the notes. It contained some very interesting insights. Link to comment Share on other sites More sharing options...
txlaw Posted May 8, 2012 Share Posted May 8, 2012 Thanks, Norm! The last paragraph on Francis Chou's thoughts is interesting. Looks like he might be reporting a stake in AIG soon. Wondering, though, where he's getting the $30 in patent value per share for RIM. Can someone else confirm that he said there was $30 in patent value there? Link to comment Share on other sites More sharing options...
keerthiprasad Posted May 8, 2012 Share Posted May 8, 2012 Thanks for posting this. I enjoyed reading it very much. Link to comment Share on other sites More sharing options...
gaf63 Posted May 10, 2012 Share Posted May 10, 2012 Thanks for the notes and all your work, good info for those who cant make it to Toronto Link to comment Share on other sites More sharing options...
meiroy Posted May 10, 2012 Share Posted May 10, 2012 many thanks! Link to comment Share on other sites More sharing options...
link01 Posted May 10, 2012 Share Posted May 10, 2012 thx, norm. i always look forward to reading the ffh meeting notes. its the next best thing to being there. Link to comment Share on other sites More sharing options...
MrB Posted May 10, 2012 Share Posted May 10, 2012 Thanks, Norm! The last paragraph on Francis Chou's thoughts is interesting. Looks like he might be reporting a stake in AIG soon. Wondering, though, where he's getting the $30 in patent value per share for RIM. Can someone else confirm that he said there was $30 in patent value there? No. He said $13 Link to comment Share on other sites More sharing options...
txlaw Posted May 10, 2012 Share Posted May 10, 2012 Thanks, Norm! The last paragraph on Francis Chou's thoughts is interesting. Looks like he might be reporting a stake in AIG soon. Wondering, though, where he's getting the $30 in patent value per share for RIM. Can someone else confirm that he said there was $30 in patent value there? No. He said $13 Thanks MrB. That makes a bit more sense, although it's still a surprisingly large number. Did Chou say how he got that valuation -- for example, by getting a patent litigation boutique to give him an analysis? I know that at least one analyst has said that the RIM patent portfolio is only worth $2.5 billion, which comes out to about $5 per share. This is clearly something we should examine, as it explains why FFH bought into RIM at such high prices. Link to comment Share on other sites More sharing options...
NormR Posted May 12, 2012 Author Share Posted May 12, 2012 Thanks, Norm! The last paragraph on Francis Chou's thoughts is interesting. Looks like he might be reporting a stake in AIG soon. Wondering, though, where he's getting the $30 in patent value per share for RIM. Can someone else confirm that he said there was $30 in patent value there? No. He said $13 I thought the $30 was way too high - but I wasn't there. Can anyone confirm the $13? Link to comment Share on other sites More sharing options...
kiwing100 Posted May 14, 2012 Share Posted May 14, 2012 thank you Link to comment Share on other sites More sharing options...
Eddie Willers Posted May 15, 2012 Share Posted May 15, 2012 I checked my hand written notes. The number is 13. I must have goofed while typing them up. Sorry to all for the confusion. Best regards, Eddie Link to comment Share on other sites More sharing options...
NormR Posted May 15, 2012 Author Share Posted May 15, 2012 Thanks, I've made the correction. http://www.ndir.com/SI/articles/FFH_Dinner.pdf Link to comment Share on other sites More sharing options...
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