- SA contributor Illuminati Investments believes Twitter's post-IPO gains, the high valuation reportedly attached to a new funding round for Palantir Technologies, and "a probable value increase" for Dropbox (reportedly looking to raise funding at an $8B valuation) should result in GSV Capital (GSVC +4.7%) reporting an end-of-Q4 NAV that's at least $3.80/share higher than the $13.16/share the company claimed to have at the end of Q3, in spite of Chegg and Violin Memory's disappointing IPOs.
- GSV currently trades at a ~30% discount to the Illuminati's NAV estimate. Given this discount, the author thinks GSV should launch a buyback, since doing so "would be akin to purchasing shares in a number of promising companies at a huge discount," and raises the possibility of an activist investor prodding the firm to initiate one.
From other sites
at CNBC.com (Aug 19, 2014)
at CNBC.com (Feb 1, 2012)
at CNBC.com (Jan 31, 2012)
Video at CNBC.com (Jan 27, 2012)
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