$ACTG

The Ghost of Yahoo Is About To Collect Rent From a $188B AI Industry Darling and Wall Street Is Asleep — $ACTG

Acacia Research owns Yahoo's patent portfolio and its subsidiary R2 Solutions is suing Databricks (a $188B pre-IPO AI company) over a 2006 distributed-data patent through October 2029. The market prices this lawsuit at near-zero, but a favorable verdict or settlement could deliver $75–250M+ to a $447M market-cap company trading below book value, representing substantial upside.