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Dr. Fly

18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.

We Are Going to Squeeze You

Judge Davis ruled that AAPL and VHC must meet by 12/14 to mediate a settlement. This will include royalties and such, paving the way for a path of extreme winship, for myself and others of my ilk– into X-mas. Now with this looming over the heads of the shorts, the fate of their pathetic lives are in the hands of a judge who has ruled in VHC’s favour, not once–but twice! I surmise it’s going to be a very bloody Thanksgiving and Christmas for them.

The streets of Wall will be strewn with their large intestines, blood staining the limestone buildings because some find it to be decorative.

This is not “Fly being Fly.” This is going to happen, small people from the interwebs.

Aside from that, the market is in trouble of vomiting up a few percent, thanks to AAPL. It must hold these levels, else all is lost.

Nevertheless, being that I find myself merrily long just EXK, VHC and a few old men stocks (55% cash), I started a new position in SWHC–despite the run up. Both RGR and SWHC will continue to make new highs, as the south secedes from the Union. We are no longer able to hold this stupid country together. It’s best that we get it on already and divorce one another, for the sake of all that is good and sanctimonious.

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And Now You Die

The jerkoffs just spent $6 billion on their stupid elections, pitting half the country against the other in order to self aggrandize themselves with perks from their ‘special interests’ to get rich.

Meanwhile, back in the first city of America, New York, 366,000 hard working tax payers, citizens of this shit-bucket of a country, are freezing to death due to lack of warmth, without electricity, as the winter storm bears down on them. Over in New Jersey, more than 550,000 people are without electricity, leaving them fully exposed to the elements–despite all the ‘help’ Obama has supplied thus far.

What can we do?

Oh, I don’t know. Let me think. How about setting up giant generators, or giving people generators with adequate supplies of gasoline, SO THEY CAN STAY ALIVE? You cocksucker, motherfuckers. You spend all of this money, on the dumbest shit in the world, at the behest of your asshole friends–but you can’t go the extra mile to keep a million people from NY/NJ warm during this storm, subjecting children to abysmal living conditions?

May the Gods of Karma (GOK) cut your dicks off.

Once again, fuck this country and fuck your taxes. Oh, and thanks for “keeping us safe” by dropping 10,000 pound bombs on crazy arabs in the middle east, as we freeze to death here.

http://www.youtube.com/watch?v=GAvNMgMQYCk



But the government is doing a fucking GREAT JOB helping out, right Governor Christie, you fat fuck!

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Winship Has Never Tasted So Sweet

While all of you lost money, mostly in horrific fashion, Le Fly (as he is commonly known in France) made a fortune.

Quickly, he sold out of everything but EXK and VHC this morning, when the market was ‘garden variety’ lower. Then he applied the screws of hell to the short sellers of VHC, with the generous help from “The Devil” of course. With my close friend and confidant, “The Devil”, we intend to own many more hundreds of thousands of shares of VHC, in magnanimous fashion–for the explicit purposes of inflicting damage to those who are short, in addition to making a small bit of money for ourselves.

I want you to understand something. VHC only shares 25% from their litigation settlement with SAIC. And, they will share 0 of any royalties they receive, going forward. In time, everyone will ‘bend the knee’ to VHC and accept a licensing agreement of 1-2.5%.

What is VHC worth, potentially?

Well, aside from future settlements/licensing deals with Cisco, Lucent, Avaya, Google, HTC, Samsung, LG, Microsoft etc, let’s look at AAPL.

If they get a standard 1% licensing agreement from Apple (iPhone, Ipad, Ipod and Apple computers using new operating system), they stand to make upwards of $500 mill per annum off of it. At the standard 5x sales, which is very conservative for a company with big growth, you’re looking at a share price of anywhere from $55 to $75, based on 45 mill share count and flexibility for market conditions and cash on hand.

That’s just the tip of the iceberg. VHC will own 4g-5g, just like QCOM.



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60% Cash

I sold out of most of my positions this morning, in order to regroup. I was able to do this thanks to the large spike in VHC, which is a 23% position. Aside from VHC, EXK is my only meaningful position.

I am looking to buy the blood and find myself, yet again, in an optimal position to do so, with FFIV and DECK recovering almost half of my losses.

I will buy more VHC, without a doubt. And, I am eyeballing SWHC and RGR. This is not an election result that will endear the good folks at the NRA. People will run out and stockpile guns, for fear that they will be banned over the next 4 years. It may sound crazy–because crazy people think this way.

My favorite gun plays are CAB, RGR and SWHC.

Patience is the name of this game. This too shall pass. Ben is still in charge.

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I’m No Longer a Coal Man

If you bought ANR or any coal stock based upon a looser EPA, thanks to a potential Romney win, you must sell coal today. You must sell, not because the share price is doomed and it’s going lower–but because the catalyst for higher share prices is gone with the Romney defeat. This is the crossroads between making it a trade, based on a strong catalyst, and making it a longer term investment based upon stubbornness.

I made a ton of money in ANR over my past two trades, not this one.

I booked the loss this morning, market orders, not giving a fuck about where it was trading–because my initiative has been lost.

Also, I sold out of DECK, as promised, taking advantage of the post earnings dead cat bounce.

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I’M A BELIEVER!

Out of respect for my love of money, I cordially invite you to cease and desist talking about politics. Anyone who declines my invitation will be BANNED and sent to the lowest depths of hell.

Going into today’s trade, I was a very nervous man, not because of my coal position into the election, but because of VHC.

It is my largest position and I’ve been trying to scale out, unsuccessfully, before their trial with AAPL concluded. The Devil and Chuck Bennett chastised me for wanting to sell–but it wasn’t my deal. Therefore, I lacked the psychopathic conviction they possessed to see it through without fear. The end result is nothing less than staggering.

The beat AAPL and was awarded $368 million from AAPL.

Why is this important?

Because they have a trial date pending with CSCO in March and have just levied another suit against AAPL for everything under the sun–this time for ‘willful infringement’–TRIPLE DAMAGES. After the AAPL win, CSCO is likely to settle. After all, the AAPL win was not the first victory for VHC. They defeated MSFT months ago and won $200 million.

This is the real deal.

But the awards are not the reason to own the stock, but the royalties going forward. They are talking about 1% of all iPhone, iPod, iPad sales going forward. And this doesn’t end with AAPL, it’s just the beginning. Samsung is next and anyone who infringes on their patents.

In short, regardless of what VHC does today, I am a buyer. I now believe, finally and emphatically, that VHC will be a monster winner going forward. I won’t put a price target on the stock, because that’s just silly. But it’s worth a whole of a lot more than $30, $40, $50 even $60 per share.

NOTE: Here is the ‘Willful Infringement’ lawsuit document, filed last night.

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iBankCoin Calls the Election For OBAMA–FOUR MORE PEAS

Ok, Wisconsin and Pennsylvania went to Obama and 0hio is strongly leaning for Obama. Let’s call a spade a spade here (no coincidental racism), Obama cut Romney’s dick off. It’s over, Johnny. Over.

Now all of you amendment lovers need to shut the fuck up and accept the fact that America has changed, forever.  Gone are the days when America was distinguished. We’re a welfare state, a perfect dichotomy of haves and have nots. Communism, gentlemen, will embrace your purse (EXTRA! red scare).

How do I feel about “Four More Peas?”

I feel just fine. Life is still good, perhaps not so much for the coal man inside of me. But I will prosper no matter what, even if Pee Wee Herman was elected this evening.

Put it behind you and embrace the cocaine rally to come, courtesy of The Bearded Clam. Under Obama, we will continue to spend like whore and the market will likely surge, setting up for a spectacular collapse.

The republican party is more than dead, but zombified. They couldn’t even beat an illegal alien/demon in the midst of financial comedic calamity.

Four more peas.

In honour of the Obama win, I present you with the future of his home city, CHIEF KEEF. Enjoy.

 

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All Eyes on 0(hi)o

Let’s be frank, shall we? All of my updates are meaningless because the only state in the whole fucking country that matters is 0hio. Why?

Answer: they are very confused. They’re all brutishly poor, but at the same time are rednecks. It’s a very odd subject to discuss and I’d rather leave it to the numbers.

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