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... and they include two Internet stocks: long GuruNet (ticker: GRU), and long Tucows (ticker: TCOW.ob). The reasons?

  • GRU - Lots of traffic, that if they can monetize and keep costs very low could lead to nice cash flow
  • TCOW.OB - Good management, low PE, sells to growing market segment.
Quick comments:

  • Cuban has no short positions in Internet stocks.
  • It's interesting that he has long positions only in small/micro cap Internet companies. He doesn't reveal his position sizes, but they can't be that large (there isn't enough stock to buy).
  • You can view all his positions here.

GRU and TCOW charts below.
Gru_4

Tcow

Source: Marc Cuban reveals his personal stock positions