Readers might be surprised to see me recommending shares of GSV Capital (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 (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...
Only subscribers can access this article, which is part of the PRO research library covering 3,554 different stocks.
Growing numbers of fund managers and other investment professionals subscribe to Seeking Alpha PRO for equity research that is unavailable elsewhere, so they can: