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In the Spirit of Competition
Priced-in odds for the JetBlue/Spirit merger appear to ignore key levers
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Lionel Hutz
10

June 2023

$GOGO Update
Smartsky's Injunction Appeal Reveals Broader Issues with its Patent Infringement Case Against Gogo
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Lionel Hutz
Another update on $LQDA
& a couple minor changes to the position
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Lionel Hutz
4

April 2023

Betting on Burford
Friday's Summary Judgment ruling reveals incredible upside on $BUR
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Lionel Hutz
5

March 2023

A Brief $LQDA Update
Some non-lawyerly thoughts on the week's price action and Merck's Sotatercept trial
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Lionel Hutz

February 2023

$LQDA Update: A Sigh of Relief at the PTAB
Today's rehearing denial from the PTAB substantially increases Liquidia's 2024 commercialization odds
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Lionel Hutz
1

December 2022

Waiting with Bated Breath for Liquidia Corp.
Finally, $LQDA looks to be on the verge of commercializing a lucrative pulmonary hypertension drug
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Lionel Hutz
15

October 2022

The Twitter Post to End my Twitter Posts
Who am I kidding? This won't be the last
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Lionel Hutz
Elon Musk Proposes to Buy Twitter in Defiance of Likely Imminent Order to Buy Twitter
And other reasons we’re all just pawns in his game
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Lionel Hutz

September 2022

The week in review: $TWTR $GOGO $BUR
All week I was hoping for major updates across the 3 cases I’m currently covering, but alas, hope is not a strategy. We will have to settle for 1/3…
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Lionel Hutz
1
Gogo Gadgets
Weakness on SmartSky patent litigation and SmartSky launch news is a $GOGO buying opportunity
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Lionel Hutz

August 2022

Twitter v. Musk: Blowing Whistles or Blowing Smoke?
Mudge Zatko’s allegations look more like a hit piece than a real whistleblowing claim
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Lionel Hutz
2
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