Calls
1
u/Grogbarrell
Reddit r/wallstreetbets
Win Rate
100.0%
return
+0.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 06
$4.59
+0.9%
ACTG owns the R2 Solutions subsidiary suing Databricks over US 8,190,610; Databricks failed to transfer venue, the patent survived PTAB challenges, and recent pretrial rulings favored R2. ACTG’s EV is roughly $192M against ~$358M cash, so a nine-figure settlement or verdict could be a large per-share catalyst; the trial date creates a defined event window. Asymmetric event-driven long on litigation upside, with balance-sheet cash providing some downside cushion. Trial outcomes are binary; damages could be far below estimates; Databricks may settle cheaply or appeal; ACTG has other businesses and ongoing cash needs; the SF state court case and anti-SLAPP fight add uncertainty.
ACTG owns the R2 Solutions subsidiary suing Databricks over US 8,190,610; Databricks failed to transfer venue, the patent survived PTAB challenges, and recent pretrial rulings favored R2. ACTG’s EV is roughly $192M against ~$358M cash, so a nine-figure settlement or verdict could be a large per-share catalyst; the trial date creates a defined event window. Asymmetric event-driven long on litigation upside, with balance-sheet cash providing some downside cushion. Trial outcomes are binary; damages could be far below estimates; Databricks may settle cheaply or appeal; ACTG has other businesses and ongoing cash needs; the SF state court case and anti-SLAPP fight add uncertainty.
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u/Grogbarrell has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: ACTG.
