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Helix Investment Research

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  • GSV Capital: Undervalued, Unloved And A Long-Term Buying Opportunity [View article]
    As of the end of Q2, Facebook was 3.51% of net assets. The true daily percentage is difficult t calculate, because it would involve assigning new valuations to GSV Capital's privately held companies, which is a process that takes much longer than just a day.
    Oct 7 11:32 AM | Likes Like |Link to Comment
  • GSV Capital: Undervalued, Unloved And A Long-Term Buying Opportunity [View article]
    GSV Capital was seen as a way to invest in Facebook before its IPO, hence the run up seen in the first half of 2012, as shown in the chart above. The present discount to NAV is the reverse of that, GSV Capital was sold off alongside Facebook as investors sold any asset that was close to Facebook, such as GSVC, Groupon, Pandora, even if their business had little or nothing to do with Facebook.
    Oct 5 03:51 PM | 3 Likes Like |Link to Comment
  • Buy GSV Capital: Analysis Shows The Stock Is Deeply Undervalued [View article]
    Thank you for catching that. The relevant corrections have been submitted. The secondary markets are available, but only to accredited investors, thus locking many potential buyers out. The spreadsheet included here was updated after Friday's trading.
    May 20 02:13 PM | Likes Like |Link to Comment
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