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Re: hispeedsoul post# 15933

Friday, 10/13/2017 6:00:10 AM

Friday, October 13, 2017 6:00:10 AM

Post# of 192089
Hello Padowan.

Settling in here in Asia and trying to navigate this board to make sure I reply to everyone (If I missed someone please let me know).

My exit via Kodiak in 2009 is no secret. It was disclosed in a previous post on ihub, referenced somewhere in my bio, and I mentioned the other day on this board I am their biggest fan (among other PIPE funds) and follow the deals that their portfolio cos announces - quite successfully I might add. I guess (news to me) that I am on their website somewhere with a quote (albeit paraphrased from my praise to them at some point and endorsed by me).

When I dealt with them their fund was comprised of other heavy hitters that have since moved on (or retired?) and some of the other members at the time of my interaction have since moved into mgmt roles at Kodiak.

I have been following their deals that are announced (from what I understand they roam in the shadows like most funds yet some cos choose to put out their own PR) ever since. You can discount my two cents all you want however you should understand I am your lowest hanging fruit - I understand the markets and the funds behind them. Let me give you a better analysis:

I bought a watch the other day. I know nothing about watches but hear Rolex is better than Timex. A friend introduced me to a guy that he said knows watches to assist me with making the right choice. I told him I liked a particular watch and he said "that is one of my favorites too; I used to work for Rolex and can vouch its best of breed."

I appreciated his advice and bought watch; based on your reaction, I assume you would have bought the Timex.

BTW, they coincidentally reached out to me this week; when I get back to them and chat I will do my best to get some feedback on their investment thesis for FUSZ. What would you like to know?
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