Panama looms, Google is beloved by all, Yahoo is criminally unloved.

A natural candidate for acquisition, artifically discounted b/c of options issues and fraudulent former execs.

Cost per megawatt parity is on the horizon, in the meantime with Dems in control of Congress expect favorable legislation and subsidy support.

Profitable diagnostics business being used to fund potential game-changing Alzheimers franchise.

Admittedly pricey, but the only place to find outsized growth among enterprise software equities.

Execution remains a concern, but as 2x EV/maintenance, stock is dirt cheap.

Recent sell-off offer potentially compelling entry point. Speculative, for sure, but potential role as de facto compression codec in broadband expansion is enticing.

Specialized player in ECM market (which has been rife with M&A) and trades at a very appealling EV/maintenance multiple