CV Sciences Inc (CVSI)

[BadKarmaKyle]

Good points, all I can only say we’re up overseas and with only 90 odd partners with 4 master partners we can pivot in a moment. Not only did this trade guarantee a nice return for us all this year, who else made one identical. Up 6,800% on one trade?

https://www.bloomberg.com/news/articles/2018-02-09/vix-surge-hands-8-600-profit-to-a-tiny-hedge-fund-in-colorado

Plus being a partner in a Private VC / Hedge Fund allows me to invest in Series A and Series B private companies Those can bust out, make a little but when they hit, they hit B I G Right now we’re in Series A or B rounds in;

Glassbox (web analytics) has signed a term sheet for a $15M Series B financing with a highquality growth equity venture capital firm at a significantly higher valuation than the company’s prior round. This is an important milestone for the company, bringing in a new investor with expertise in growth stage software companies. On the business front, Glassbox had several very significant contract wins, including a global framework agreement with one of the largest financial institutions in the world, its first deal with a leading US apparel retailer, and a new win with a leading global asset manager. As a reminder, we own nearly 40% of the company today and we believe it could ultimately realize the kind of exit that its main competitor, Tealeaf, achieved when it sold to IBM for an estimated $480 million.

Dome9 (cloud data security) continued to ride the wave of rapid cloud computing adoption, and the accompanying need for enhanced data security in the cloud. The company is executing exceptionally well as demand accelerated for its technology solutions, beating out competition and exceeding even its aggressive growth targets. During Q2, bookings were 10% ahead of forecast and grew over 200% from last year. The company also had many new marquis customer wins with leading Fortune 500 companies. With the acquisition of its main competitor, Evident.IO, by Palo Alto Networks for a reported $300M (when Evident.IO’s revenues were reportedly comparable to Dome9), we are optimistic about the potential for M&A in the not-too-distant

Cynet (cybersecurity) publicly announced its Series B Financing round, which we previewed in our letter last quarter. The $13mm round was led by top-tier Silicon Valley based Norwest Venture Partners (who have a local office in Israel). The company also announced that the investment round was joined by one of Israel’s most successful cyber-security company builders, Shlomo Kramer, who has been a founder and/or investor in some of Israel’s largest and most valuable cyber security companies such as Check Point Software, Trusteer, Imperva and many others. Nexar (AI dashcam) continued to make strong progress in Q2, focusing on both new technology and data development as well distribution. One of Nexar’s most valuable assets is its rapidly growing database of over 150M driven miles and “events” sourced from its users around the world. During Q2, Nexar and the University of California teamed up to release the world’s largest dataset of annotated visual driving scenes to help researchers and companies train self-driving cars. In addition, Nexar extended its marketing relationship with Uber in NYC for another year. Under this agreement, Nexar markets its product to NYC drivers in Uber’s driver hubs. Nexar also launched its driver network in Chicago. In other words, Nexar is quickly building a large base of users and data, which we believe should ultimately translate into a tremendous asset. Zimperium (mobile cybersecurity) continues to expand its leadership in this increasingly important segment of the security market. During Q2, Zimperium acquired Mi3 Security to significantly augment the company’s solutions. Mi3 Security is a leader in machine learning based application security. By combining Mi3 with Zimperium’s z3A solution, customers will gain added visibility into mobile application behaviors and forensic-level security data. We are excited to see Zimperium bolstering its competitive edge both through internal technology development as well as through opportunistic acquisitions such as Mi3. Kaminario (all-flash storage) has experienced a remarkable resurgence in the past quarter. After a bold pivot from a hardware-driven to a software-focused business model in the beginning of the year, its prescient move is beginning to bear fruit. In Q2, Kaminario experienced a record level of topline bookings, providing support for its nascent partnership with TechData and reinforcing its technology leadership is what has become a highly competitive space. Further, just this month, the company had its biggest customer win ever. If we had previously managed down your expectations, we’re now ratcheting them back up. We look forward to providing further updates in the quarters ahead. Gauzy (smart glass) continues to experience a whirlwind of prospective deals and interest from some of the largest players in the materials, automotive, and building industries. While we are prohibited by confidentiality from disclosing the details, we believe the company has the potential to deliver exceptional returns for the fund in the quarters ahead.

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