BG2008 Posted January 8, 2014 Share Posted January 8, 2014 I want to see if I can aggregating the industry background of people on this forum. I feel like I can't look at as many ideas due to the lack of industry contacts/experts. My hope is that if enough people volunteer their information on this website, we maybe able to create a directory of industry contacts. I'll start with myself - Real Estate (with specialty in the NYC area), finance (investment banking) and the restaurant business. Through contacts, insurance brokerage and life settlements. For example, it would be great if people can volunteer that they've worked in the freight forwarding business for 30 years. For example, I'm looking at a company called Columbia Laboratories and it would be great if someone knows about Crinone 8%, a progesterone gel to help treat infertility. Thanks in advance. Also, did anyone save any of the sellside primers? There was a link that was taken down. Sometimes, it's a pretty good starting point for industries that we don't understand. Link to comment Share on other sites More sharing options...
racemize Posted January 8, 2014 Share Posted January 8, 2014 IP law - 8 years. focus on wireless as of late. Link to comment Share on other sites More sharing options...
beerbaron Posted January 8, 2014 Share Posted January 8, 2014 LED Lighting, manufacturing side of the business. BeerBaron Link to comment Share on other sites More sharing options...
nestorius Posted January 8, 2014 Share Posted January 8, 2014 Also, did anyone save any of the sellside primers? There was a link that was taken down. Sometimes, it's a pretty good starting point for industries that we don't understand. I have no particularly deep personal industry background of note as I am also a former investment banker, but a package of primers (likely the one you refer to) is available here: kickass.to/investment-banking-industry-primers-99-pdfs-t7369045.html Link to comment Share on other sites More sharing options...
leftcoast Posted January 8, 2014 Share Posted January 8, 2014 Video-game development for the past 10 years. Before that, commercial and military flight simulation. Link to comment Share on other sites More sharing options...
jeffmori7 Posted January 8, 2014 Share Posted January 8, 2014 Fluid dynamics, hydraulic turbines, numerical simulation. Link to comment Share on other sites More sharing options...
BG2008 Posted January 8, 2014 Author Share Posted January 8, 2014 I want to see if I can aggregating the industry background of people on this forum. I feel like I can't look at as many ideas due to the lack of industry contacts/experts. My hope is that if enough people volunteer their information on this website, we maybe able to create a directory of industry contacts. I'll start with myself - Real Estate (with specialty in the NYC area), finance (investment banking) and the restaurant business. Through contacts, insurance brokerage and life settlements. For example, it would be great if people can volunteer that they've worked in the freight forwarding business for 30 years. For example, I'm looking at a company called Columbia Laboratories and it would be great if someone knows about Crinone 8%, a progesterone gel to help treat infertility. Thanks in advance. Also, did anyone save any of the sellside primers? There was a link that was taken down. Sometimes, it's a pretty good starting point for industries that we don't understand. Forgot to add HVAC Engineering Link to comment Share on other sites More sharing options...
compoundinglife Posted January 8, 2014 Share Posted January 8, 2014 18 years of tech. Fortune 500 and startups. Software development and systems/network engineering. Also spent some time on commercial fishing boats in Bering Sea but that was a long time ago:) Link to comment Share on other sites More sharing options...
thepupil Posted January 8, 2014 Share Posted January 8, 2014 Sellside fixed Income trading (1.75yrs)--> asset manager (0.5yr) Link to comment Share on other sites More sharing options...
Palantir Posted January 8, 2014 Share Posted January 8, 2014 Do let us know what you decide on CBRX. I own a call, but stock hasnt moved...... :-[ Link to comment Share on other sites More sharing options...
Myth465 Posted January 8, 2014 Share Posted January 8, 2014 Accountant by training, currently a Finance Manager for a big private company in the automotive space. Prior was an Auditor in Oil Field Services. Link to comment Share on other sites More sharing options...
dpetrescu Posted January 8, 2014 Share Posted January 8, 2014 Architecture for me. PS...In the design and engineering field, Autodesk is a monopoly, and has always been. Their moat is an ocean. They have complete pricing power, there are no alternates for us. This has been the case for decades. Adobe as well but not to that extent. Link to comment Share on other sites More sharing options...
one-foot-hurdles Posted January 8, 2014 Share Posted January 8, 2014 Trading operations for a systematic CTA fund, prior to that was a trader (FX and commodities) in both investment and retail banks. Link to comment Share on other sites More sharing options...
writser Posted January 8, 2014 Share Posted January 8, 2014 HFT Link to comment Share on other sites More sharing options...
Mikenhe Posted January 8, 2014 Share Posted January 8, 2014 London market insurance and reinsurance >>>> Reinsurance run off operations in the usa for a Canadian company and currently reinsurance security and operations for a large life company. Link to comment Share on other sites More sharing options...
matts Posted January 8, 2014 Share Posted January 8, 2014 Large Canadian Bank on the dealer side. Global prime brokerage/securities lending risk management. I'm young so I don't have much relevant experience before that. Link to comment Share on other sites More sharing options...
Dustin T Posted January 8, 2014 Share Posted January 8, 2014 Manufacturing 10 years high volume HVAC components 5 years low volume heavy industry agricultural/construction/forestry Link to comment Share on other sites More sharing options...
BG2008 Posted January 8, 2014 Author Share Posted January 8, 2014 Architecture for me. PS...In the design and engineering field, Autodesk is a monopoly, and has always been. Their moat is an ocean. They have complete pricing power, there are no alternates for us. This has been the case for decades. Adobe as well but not to that extent. Yeah, I recall that Autodesk is the goto software for the drawings. Is there a price point where people say I'll try something different? Kind of like what's happened with Gillette's razors? What do you think is separating them from the #2 and #3 guy in the space? Is it kind of like Excel for investment bankers? You're not going to send your clients a file in google docs Excel. Link to comment Share on other sites More sharing options...
BG2008 Posted January 8, 2014 Author Share Posted January 8, 2014 IP law - 8 years. focus on wireless as of late. Ever look at Straight Path Communication? It is a spinoff from IDT Corp. They are litigating against some of the biggest names in the tech space based on their patents related to communication over the internet. I've spoken with the CFO and it is obvious that the patent litigation has near term catalysts. I like the way how they structured the spinoff and outsourcing their litigation expenses on a contingent basis. Their philosophy is to minimize cash burn. Over $100mm of NOL will shield any patent litigation rewards and spectrum licensing revenue. Link to comment Share on other sites More sharing options...
Otsog Posted January 8, 2014 Share Posted January 8, 2014 5 years public practice accounting (non- Big 4) 2 years property management .5 years public housing in a remote Arctic village Link to comment Share on other sites More sharing options...
oddballstocks Posted January 8, 2014 Share Posted January 8, 2014 .5 years public housing in a remote Arctic village Now you have my interest piqued! What sort of public housing is up in the Arctic? Is this something where you own a property and the government subsidizes the rent for the inhabitant? What types of challenges do you have up there? Maybe to the Canadians the Arctic isn't anything special, for me at least I think of it as probably one of the most forbidding places on Earth. Link to comment Share on other sites More sharing options...
crastogi Posted January 8, 2014 Share Posted January 8, 2014 I have graduate degrees in engineering. 15 years in Auto OEM engineering. Also real estate and business development Link to comment Share on other sites More sharing options...
racemize Posted January 8, 2014 Share Posted January 8, 2014 IP law - 8 years. focus on wireless as of late. Ever look at Straight Path Communication? It is a spinoff from IDT Corp. They are litigating against some of the biggest names in the tech space based on their patents related to communication over the internet. I've spoken with the CFO and it is obvious that the patent litigation has near term catalysts. I like the way how they structured the spinoff and outsourcing their litigation expenses on a contingent basis. Their philosophy is to minimize cash burn. Over $100mm of NOL will shield any patent litigation rewards and spectrum licensing revenue. I haven't--the issue I have with the patent field is that it takes an extraordinary long time to figure out if a patent is valid, much less an entire portfolio. Then you have to understand the competitor's product and what arguments will hold in court (takes a very long time). Then the actual court or licensing results are very hard to predict. If there are a few key patents that have survived litigation already, and gotten high licensing or verdicts, then it starts to get easier. Overall though, I view the other stuff on the forum easier to understand and invest in than anything in my own field. Link to comment Share on other sites More sharing options...
rkbabang Posted January 8, 2014 Share Posted January 8, 2014 Digital ASIC designer (18 years). Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 8, 2014 Share Posted January 8, 2014 IP law - 8 years. focus on wireless as of late. Ever look at Straight Path Communication? It is a spinoff from IDT Corp. They are litigating against some of the biggest names in the tech space based on their patents related to communication over the internet. I've spoken with the CFO and it is obvious that the patent litigation has near term catalysts. I like the way how they structured the spinoff and outsourcing their litigation expenses on a contingent basis. Their philosophy is to minimize cash burn. Over $100mm of NOL will shield any patent litigation rewards and spectrum licensing revenue. I haven't--the issue I have with the patent field is that it takes an extraordinary long time to figure out if a patent is valid, much less an entire portfolio. Then you have to understand the competitor's product and what arguments will hold in court (takes a very long time). Then the actual court or licensing results are very hard to predict. If there are a few key patents that have survived litigation already, and gotten high licensing or verdicts, then it starts to get easier. Overall though, I view the other stuff on the forum easier to understand and invest in than anything in my own field. What do you think of the valuations that value investors attach to patents? Link to comment Share on other sites More sharing options...
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