In our
previous article, after receiving strong bearish

signals for
Blackberry (
BBRY) we recommended to short sell the stock in the one-month horizon. This eventually materialized to a decline of over 10% and a nice short profit. The problem was that Blackberry had no estimable value, rather very speculative guesses by the market and investors. Recent rumors that
Samsung (005930.
KS) might be pursuing Blackberry patents might add enough implied value to make the stock an interesting investment.
Why Blackberry Is Worth Looking At
Every piece of information we receive has a meaning, sometimes more valuable and sometimes less. When the news broke out that Samsung was bidding on Blackberry it was a much more significant event than most people realized. In fact, the information was the first estimate as to what the company’s worth might actually be in the future. Below are some obvious and simple conclusions, assuming the bid was real - which has recently been confirmed by various sources.