See the email below, which I sent to a well-regarded short seller back in Q4 2010 (fortunately I was not short at the time, but did gainfully short Acacia Research Corp (NASDAQ:ACTG) later on):
———- Forwarded message ———-
From: YYYY
Date: Fri, Nov 12, 2010 at 4:28 PM
Subject: Thanks
To: XXXXHi XXXX,
Have you had a chance to take a look at Acacia Research Corp (NASDAQ:ACTG) (ticker “ACTG”)? I believe ACTG may provide a good short-selling opportunity within the next few years, or at least I believe thorough research/analysis would provide a compelling story/thesis to gainfully shorting the name. My take is: “Acacia’s stock price warrants no premium to earnings (or any cash flow metric) because its...

