Friends sharing thoughts...

[DanWebzster]

From now until mid-January, I will post my 3 largest positions each day:

1 OPHT

I have a full position and won't buy anymore
Trades below cash
Legacy Ph3 data before EOY
Acquired Gene Therapy Assets that have not yet been hyped.

2 FCSC

I have 1/3 position and willing to make it full position
Will add on any weakness into mid-January.
Expecting eventual run-up into Q1/19 update.

3 ACET
I have 1/4 position and willing to make it a full position
Well-regarded value investor is averaged in at 2.65
Down on big write-down of assets.
Will now focus on profitable divisions.
Hope to buy and sell partials throughout tax loss season.