Investments

Investments we have made

Prothena Corp. PLC (PRTA)

The Next Big Biotech Blow-Up

ViaSat Inc. (VSAT)

Falling Back to Earth

Pulse Biosciences, Inc. (PLSE)

High-Voltage Hype Set to Short-Circuit

Northern Dynasty Minerals Ltd. (NAK)

Cu at Zero

Straight Path Communications Inc. (STRP)

Setting the Story Straight

First Majestic Silver Corp. (AG)

Valuation Up in the Clouds, but No Silver Lining

DISH Network Corporation (DISH)

Calling Charlie’s Bluff

ClubCorp Holdings, Inc. (MYCC)

Valuation on the Fairway, Fundamentals in the Rough

Sage Therapeutics, Inc. (SAGE)

Overhyped Lead Drug Headed for Failure

Zafgen, Inc. (ZFGN)

FDA Approval for a Deadly Drug? Fat Chance

Straight Path Communications Inc. (STRP)

The Next Generation of Overblown Spectrum Hype

Allied Minds (ALM LN)

A Venture-Capital Junk Drawer for 3x NAV

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