Lucas von Reuss

Founder & CEO @Quant_IP. Tech, Financial Markets, Patents from Innovation to Investment

[Lucas von Reuss @lvr_QuantIP]

@CitronResearch A quick look at innovation metrics also shows $RGTI is loosing ground. Relative patent output falls behind the sector and invention quality starts to fall

[Lucas von Reuss @lvr_QuantIP]

@TihoBrkan Accounting rules will have to adjust to reality. The fastest growing type of assets - intangibles - need to be recognizes as such. It will create a sobering view on ROI but also open up opportunities for debt financing for IP-heavy companies with an impact on WACC

[Lucas von Reuss @lvr_QuantIP]

@TihoBrkan All findings are correct and delivering risk adjusted alpha will only get harder. But to be fair: "only" 1-2% outperformance based on 8% long term equity performance are equivalent to delivering 12,5% or 25% better returns

[Lucas von Reuss @lvr_QuantIP]

@FundamentEdge https://t.co/DHa3lFIxU8 (ChatGPT store)

[Lucas von Reuss @lvr_QuantIP]

@FundamentEdge Agree with your challenges. We built an agent for innovation research based on our proprietary patent data base that we sell to quants in DaaS deals. No halluzinations as the agent only relies on curated patent data to benchmark innovation on company level or analyse tech trends

[Lucas von Reuss @lvr_QuantIP]

@Denis__Shatalin saas

[Lucas von Reuss @lvr_QuantIP]

@DuncanLamont2 To really compare patent activity across countries one would need to apply country factors and quality metrics. If interested we are happy to help with our patent analytics. Please dm me

[Lucas von Reuss @lvr_QuantIP]

@Schuldensuehner Big 7 trailing P/E up 50%, Nvidia and Meta trailing P/E up 200%. So it is mostly an Nvidia and Meta story

[Lucas von Reuss @lvr_QuantIP]

American Equity Investment Life Holding has accepted a $4.3 billion takeover offer from investment giant Brookfield. The portfolio expansion could return the company's ranking in the Quant IP Technology Benchmarking to the old level. More: https://t.co/ejgCjASCkc

[Lucas von Reuss @lvr_QuantIP]

CBIZ announced that it has acquired American Pension Advisors (APA). This is the company's fourth acquisition in 2023 and is expected to further strengthen the Quant IP Patent Portfolio Score as well as Tech Growth Rate. More about #patents & #investments: https://t.co/ejgCjASCkc

[Lucas von Reuss @lvr_QuantIP]

$TRI.TO wants to acquire Casetext, a startup with an AI-based assistant for lawyers, for $650 million. This could have a positive effect on the Quant IP Tech Growth Rate, which is currently very low. More about #patents & #investments: https://t.co/0t2NXJGAZx

[Lucas von Reuss @lvr_QuantIP]

$NOK announced that it has signed a new long-term cross patent license agreement with $AAPL. In fact, Nokia has a high Quant IP Innovation Score of over 70, which Apple also benefits from through the agreement. More about #patents & #investments: https://t.co/ejgCjASCkc

[Lucas von Reuss @lvr_QuantIP]

@investingdpark @Gautam__Baid So not that much different from the VC model

[Lucas von Reuss @lvr_QuantIP]

Insurance company $ROOT, has received several takeover bids after falling short of expectations following its 2020 IPO. The Quant IP Portfolio Quality Score is good, but the Tech Growth Rate is only low. More about #patents & #investments: https://t.co/ejgCjASCkc

[Lucas von Reuss @lvr_QuantIP]

Ocean Biomedical ($OCEA) is seeking to file a patent with the European Patent Office for a treatment approach to fibrotic disease. This should further strengthen the already strong Quant IP Tech Growth Rate. More about #patents & #investments: https://t.co/ejgCjASCkc

[Lucas von Reuss @lvr_QuantIP]

The British antitrust regulator allows the acquisition of robot supplier $IRBT by $AMZN. This brings lots of innovation into the online retailer's house. The Quant IP Innovation Score is currently 100 which is very high. More about #patents & #investments: https://t.co/ejgCjASCkc

[Lucas von Reuss @lvr_QuantIP]

Visa is in advanced talks to acquire Pismo, a Brazilian fintech. This is likely to further strengthen Visa's already very strong competitive position & market Share, according to Quant IP Technology Benchmarking. More about #patents & #investments: https://t.co/ejgCjASCkc

[Lucas von Reuss @lvr_QuantIP]

What company is behind this graphic?
A few clues: The company is most active in the fields “Medical Preparations”, “Peptides” and “Therapeutic Chemicals” and became famous for one very important medical product. More about #patents & #investments: https://t.co/ejgCjASCkc

[Lucas von Reuss @lvr_QuantIP]

$BLK acquires #Kreos, a venture lender to tech & healthcare companies. The deal opens up additional private-debt opportunities for clients, which should improve $BLK's positioning in the Quant IP Technology Benchmarking. More about #patents & #investments: https://t.co/ejgCjASCkc

[Lucas von Reuss @lvr_QuantIP]

Altria Group has completed the acquisition of e-cigarette manufacturer NJOY Holdings. A step for Altria to increase its Quant IP Innovation Score back to the level of 5 years ago. More about #patents & #investments: https://t.co/ejgCjASCkc