Pre-IPO Interview with WhiteGlove CEO

May 26, 2011

We published an interview today with Robert Fabbio, Founder & CEO of WhiteGlove House Call Health, Inc., a company that has filed an S-1 in preparation for an IPO. Please see important disclaimers at the end of the report. The document is available via this link: Pre IPO Interview White Glove May 26 2011

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Putting the e-G8 in context

May 23, 2011

It’s hard to fathom what the two-day e-G8 meeting in Paris, which starts tomorrow, will offer us. It’s received only minimal coverage, despite the fact that the attendees include such high-profile people as Jeff Bezos, Eric Schmidt and Jimmy Wales, along with scores of other technology company managers, entrepreneurs, political leaders and journalists. The quasi-governmental sponsorship [...]

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Tangoe Pre-IPO Review

May 19, 2011

Summary Tangoe is a play on mobile for the enterprise. Tangoe provides a solution for companies to manage the usage, devices and carrier relationships for their organization. Gartner and other industry analyst firms recognize Tangoe as a leader in this niche market. The company should do about $90m in revenue in 2011 and generate $11m [...]

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Email Delivery Networks: An emerging cloud investment.

May 3, 2011

Sending email has become a major industry problem thanks to both the massive growth of legitimate sending mixed with an enormous amount of SPAM.  Much as it is in online security, there is no one “silver bullet” to efficiently and effectively deliver large amounts of email. For small organizations the typical answer has been one [...]

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Harris & Harris and the Nanotech Renaissance

April 29, 2011

We initiated coverage of Harris & Harris (NASDAQ: TINY – $5.17) in January and published another update yesterday.  The recent IPO of NeoPhotonics (NASDAQ: NPTN – $10.59) and acquisition of BioVex for around $1B were certainly positive developments. But things have continued to get better.  In fact we see a growing number of companies across [...]

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A micro-cap play on digital cinema

April 14, 2011

The conversion of cinemas from analog to digital and 3D continued throughout the economic crisis and has accelerated recently based on the conversations we have had with a number of suppliers in the industry. The most direct play on this trend has been RealD (RLD – $29) which came public in July of last year. [...]

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Harris & Harris Invests in Champions Oncology

April 7, 2011

Part of the investment thesis covered in our Harris & Harris Report, January 10 (NASDAQ: TINY – $5.44) was that we would see Harris & Harris (“H&H”) increase the volume of shorter-duration, high-return deals to produce incremental returns and lower operating costs. The recent announcement of a $2 million investment in publicly-traded Champions Oncology, Inc., [...]

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Why Berkshire has a Breach

March 31, 2011

First of all, I’d cast no stones in the general direction of either Warren Buffett or Charlie Munger. However, Mr. Sokol had clearly stepped over a line of ethics, if not of legality. If you’ve missed the story in the news media, it’s best to read the release (PDF) straight from the Berkshire Hathaway website. What’s [...]

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VG Energy and the Economics of Biofuels

March 25, 2011

In our initiation of coverage note on Viral Genetics (VRAL) back in February, we noted that the company created a majority-owned subsidiary called VG Energy to develop algae-based nutrient and energy technology.  This technology can be used to produce diesel and jet fuel substitutes for traditional petroleum fuels. It was derived from a discovery that [...]

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Who Pays? Chapter 1 on Free v Fee

March 18, 2011

It’s been a busy week for us in the online content space.  Most of our research time was spent in the music space to support our work on Pandora which intends to do an IPO soon.  (For more on Pandora see our Pandora Pre-IPO Preview over at IPO Candy.  For more on the online music [...]

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