Illuminati Investments
Long/short equity, value, special situations, contrarian

Buy GSV Capital Before The Next NAV Report

Readers might be surprised to see me recommending shares of GSV Capital (NASDAQ:GSVC) after my last article was so harsh, but several events have transpired since then and the valuation has declined to a level to cause the stock to become intriguing enough for me to buy back in around $10.30 after previously selling at $14. The most important development was obviously the wildly successful IPO of their largest holding, Twitter (NYSE:TWTR), which enjoyed a first day pop of over 70% and after an initial dip has defied the skeptics as it has powered another 30% higher.

I'm personally agnostic towards Twitter, and as a very seldom user (@IlluminatInvest) I don't have much insight into how...

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