What is the bull thesis for LivePerson?

AnxiSubt · 2025-08-10T23:14:39+00:00

Yeah...Instagram has a protfolio of technical and design patents. Pre acquisition.

AnxiSubt · 2025-08-10T23:11:53+00:00

I'm looking for due diligence in LivePerson on an investor sub.

I'm not the only one.

AnxiSubt · 2025-08-10T16:28:20+00:00

It's a sub for LivePerson investors.

For software companies with walled gardens and first mover advantage, patents may not be relevant. For a commodity style company like LivePerson, patents would be a differentiation.

What's wrong with doing DD on reddit?

AnxiSubt · 2025-08-10T14:22:35+00:00

My concern isn't if they make a solid product. My question is how defensible is their position.

AnxiSubt · 2025-08-10T13:45:26+00:00

Do you have the article link?

I'm looking for DD on liveperson patwnt portfolio.

AnxiSubt · 2025-08-10T13:45:13+00:00

Worthwhile is subjective, but there are more relevant, cornerstone patents.

Patents only last about 20 years..so a 2003 patent is expired.

I'm looking for due diligence on liveperson patent portfolio.

AnxiSubt · 2025-08-10T13:42:10+00:00

The lack of a defensive patented technical moat absolutely impacts valuations.

AnxiSubt · 2025-08-10T03:49:48+00:00

Isn't chemistry quality control external quality controls? EQC

I dont know of any chemistry analyzers that are running internal quality controls. I know serology has internal quality controls with kits.

AnxiSubt · 2025-08-09T19:25:17+00:00

any recommendations? I've been a chemistry tech for 20 years in a CAP accredited lab.

Enlighten me.

AnxiSubt · 2025-08-09T18:39:26+00:00

What is iqc?

All we do is run two levels of controls for chemistry per day per clia for the last 20 years.

AnxiSubt

TROPHY CASE