Google Finance
Filing
Oct, 1, 2015
2015 Q2 Data
1.Basic Information
(1) History
This is a pretty new company found by Jonathan Ross Goodman at 2014. He found Paladdin 19 years before 2014 and sold it for over 3B which returned over 100 times over the 17 years on public trading years.
(2) Business related:
Paladdin acquire medicines and marketing them. Basically GUD is doing the same thing right now.
(3) Management.
Jonathan Ross Goodman
(4) Debt and Credit facility.
No debt.
(5) Insider holding, options, Insider trading info, share buy back.
Jonathan holds around
(6) Employee numbers(7) Auditor
(8) Industry comparison.
(9) Major events
2. Financial data.3. Valuation
Currently the stock is around $7 with market cap around $730m. While book value is around $5.10. Mostly in cash and some investment in several funds etc.
Goodman is the major asset of the company. For the 17 years of previous company, he had made 100 times return for the original share holder. Even using the price before the acquisition, it was still over 50 time the original investment. Which translated as 25% annual return compounded.
4. Risk
The major risk is actually whether Goodman can repeat his success in previous company. Although it is likely but need more study of previous company. Also the current company invested quite a lot in some funds which I don't know whether is common in previous company.
5. Conclusion
Goodman is a very successful in its previous business. Basically it is an investment on him. It is still pretty early stage and I am not really understand the business.
5.Links
