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FFH Dinner Report


NormR
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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?

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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

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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.

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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?

 

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