Acacia focus shift to diversificationHere is a Seeking Alpha article opining on ACTG's rapid rise in value this year. As we know, ACTG carried much the same albatros as QTRH - tarred with the patent-troll narrative and unable to shift the focus sufficiently to its diversification strategy. The author here pins the sharp rise in ACTG's stock price to its holdings in life sciences, specifically biotech. Due to ACTG's tie up with Starboard Value, they were able to made a big splash. Perhaps QTRH need to seriously re-evaluate a "big spash" now rather than wait and execute a series of solid strategic tuck-ins.
https://seekingalpha.com/article/4407247-acacia-research-corporation-next-generation-genomic-sequencing-at-a-bargain-price?mail_subject=actg-acacia-research-next-generation-genomic-sequencing-at-a-bargain-price&utm_campaign=rta-stock-article&utm_content=link-2&utm_medium=email&utm_source=seeking_alpha