What will it take from the earnings call to get the stock closer to the NAV of the company. With the increase in price of FB, ZNGA, and stabilization in valuation of their other private companies (twitter etc) I believe that the stock should trade to at least 10 dollars, which is still way below NAV.
I like the investments but the management like every other VC is milking this cow..look at the latest set of operating expenses.they increased 4X year over year!!! I'd prefer using the existing capital to by out shares and then pay one guy to monitor our investments and return cash as it come s out.. i also don't like teh fact that compensation for the management team is hidden in a private firm GSV asset management..that's means there might be something to hide....I still own the stock..but we need some agitation!!! the management contract is up for renewal in a few weeks