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Strategies & Market Trends : Jacob Internet Fund
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To: Jim Battaglia who wrote (50)1/9/2000 11:45:00 AM
From: astyanax  Read Replies (1) of 62
 
Jim, thanks for the interview transcript! I wholeheartedly agree with Jacob that the better opportunities lie in the small- and midcap universe. In fact, almost every single stock in my personal portfolio falls into that category.

I think much upside lies in companies that the broader markets have yet to discover. Unfortunately, that's where all the crappy stocks lie, but I like sifting through to pick out the winners.

However, I do not share Jacob's passion for content and media companies.

- Netconductor.com
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