Investments

Investments we have made

The St. Joe Company (JOE)

Mired in Swamp

QuinStreet, Inc. (QNST)

Leading Nowhere

Proteostasis Therapeutics, Inc. (PTI)

Don't Hold Your Breath

Eastman Kodak Company (KODK)

Gone in a Flash

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