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- The 'Link' to a Great Investment Idea
- Joseph Ramelli submits: We recently finished acquiring a new position in Linktone LTON. The investment has a huge margin of safety because the company is trading at half of its cash value ($104mm cash and only a $51mm market cap), and has significant upside potential because...
- External links 2009-03-05
- BroadVision Handing Out Free Money
- Joseph Ramelli submits: In my last article I spoke of why we are so excited about one of our holdings, Linktone LTON. They announced a great quarter, highlighted by a return to profitability (not bad for a company that at the time was trading at ½ of...
- External links 2009-03-26
- Emisphere: Why We're Confident
- Joseph Ramelli submits: We recently finished buying a position in Emisphere EMIS. We have done a ton of due diligence and networked with some of the smartest biotech minds on the street and think that the stock should be trading at $5 now and that it will be well...
- External links 2009-05-17
- The Emisphere Story Just Got Bigger
- Joseph Ramelli submits: There has been a huge positive development in the Emisphere story that hasn’t really filtered out yet. A friend stumbled upon a patent application filed by Novartis NVS entitled “Use of Calcitonin for the Treatment of Rheumatoid Arthritis.” The patent application can be viewed here. The...
- External links 2009-07-01
- Emisphere: The Most Undervalued Biotech
- Joseph Ramelli submits: The FDA's clinicaltrials.gov website has some really interesting information on the European Phase III trial of Emisphere’s EMIS Oral Salmon Calcitonin for Osteoarthritis that is being run by Nordic Bioscience for Emisphere’s partner, Novartis NVS. One of the Primary...
- External links 2009-09-30
- China Wind Systems: Poised for More Growth
- Joseph Ramelli submits: China Wind Systems (CWSI.OB) recently completed a reverse stock split, which was the final step in preparing for a near term move to the Nasdaq. When we first invested in the company, I think that some people questioned whether a company with its roots in the garment...
- External links 2009-10-22
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