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Belarophon

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  • Lennart 2016-06-23 13:35
    Hi Belarophon, could you tell us more about the timelines of expiring patents on main products?

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  • Belarophon commented on Thomas Macpherson's article 03-14 03:52
    The Fine Art of Looking Stupid
    “A man always has two reasons for doing anything: a good reason and the real reason.” - J.P. Morgan "I asked the investor why he was...
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    Belarophon 03-14 04:52
    • Hi Tom,

      great article. Found one small typo: I think you were talking about Kahneman not Kanheman :-)

      On F5: Holding them for quite some time now. Great business with good margins, reasonable growth and nice balance sheet. The price for Nginx (670m) is really high but I guess we have to trust the management that they did a proper due diligence. Time will tell (as you said - patience, patience, patience).

      Markus
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