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Patent Npe Attack Short

Updated dailyData needs: lowshort only
paper
2019
Source
Bessen, J., Meurer, M. J. (2008). "Of patents and property." *Journal of Economic Perspectives*. Cohen, L., Gurun, U. G., Kominers, S. D. (2019). "Patent trolls." *Review of Financial Studies* (working paper). Tucker, C. (2014). "Patent trolls and technology diffusion." *Management Science*.
Citation only, paper link pending.

In plain terms

Patent trolls — shell companies that own patents but don't make anything — sue tech firms to extract settlements. We short the defendant when one of these suits drops because the legal overhang typically depresses the stock for a few months.

How it works

Non-practicing-entity (NPE / "patent troll") suits drain real cash from operating defendants via settlement and legal fees plus a behavioural injunction overhang. Cohen-Gurun-Kominers 2019 documents significant 3-12mo abnormal under-performance among NPE-campaign defendants. Tech firms are targeted disproportionately.

No live results for this strategy yet. Charts appear once it has earned a top spot on at least one stock, either on its own or as part of a blend of several strategies.
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Data dependencies

  • Daily prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • Patent litigation

    A data feed this strategy reads, refreshed on its normal schedule.

Expected edge

Reported return
-2% to -5% over 6-12mo
Tested over
T+0 to T+40d

Cohen-Gurun-Kominers 2019: 2-5% abnormal underperformance over 6-12mo on NPE-campaign defendants.

Example tickers where this is likely to fire

Illustrative only, the signal fires based on the live data, not a fixed list.

Related families

Explore Patent Npe Attack Short on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

For informational and educational purposes only. Not financial advice. Learn more