XpresSpa Group Inc (XSPA)

[xlt leader]

Very nice find. Reading the article it seems that Microsoft is very savvy in their patent strategy. One has to wonder what compelled them to quickly abandon their litigation strategy against Vringo and work on a settlement while Google continues to keep their head firmly in the sand. Google has lost and will lose this battle with Vringo in a bigger way. The time lines have been ridiculously long but the end game is near. Vringo will be a bigger stronger company in the next year for many reasons. I have said this before, the short game is wrong many times and this reminds me of a bull/bear debate I saw on NFLX at $50. The bear said it was going out of business and the bull said it was a new model that was compelling. Yesterday NFLX was upgraded with a $350 target, guess who won?