By Josh Franklin, Guest Contributor Make no mistake about it, China Techfaith (CNTF, ~$1.15) carries a big stick when it comes to its balance sheet. While it has been a value trap for the past 12 months, it’s now ready […]
By Josh Franklin (jkvaluefund), Guest Contributor In 2009, Apple (AAPL) licensed Siri from Nuance (NUAN) for an undisclosed amount and inevitably changed the way consumers search for day to day information on their smart phones. In 2010, AudioCodes (AUDC) acquired […]
Since I began publicly disclosing my investigations of Chinese U.S. listed companies last year I have almost entirely focused on short selling. This has been very profitable for me since the sector, with the exception of the largest capitalization issuers, has […]