<OT> Bob, I missed the WSJ piece, but I'll have it dug up for me first thing Monday.
Love your site, always loved your site, glad to see you got a bit more time for it. I've always highly recommended it to friends. Will check it out. Hope you keep at it, time permitting.
<OT><OT> If you are into the whole VC/incubator scene, I'd recommend you check out LDP. I had a nice double in it since late May (rather different price action from SFE, LOL!) and just sold, but I'm looking to get back in when it pulls back. It is far cheaper than SFE, and has a TREMENDOUS track record (in some ways they have been way ahead of SFE in getting into the internet, and internet-infrastructure field, f.ex. they IPO'd NUFO one of the most successful IPO's of the year etc., there are several others - plus the stuff they were involved in, in the past, just boggles the mind!). Very interesting operation, in that they have a thriving insurance/annuity/finance-consulting business, and use excess cash for their VC activities. Pay a dividend. Problem has been for them, they are not at all followed and so pretty obscure - but that can also be an opportunity. From what I understand steps are being taken to heighten their profile (road show etc.). Plus they are mucho intenational, with listings in London, their VC operation in California etc. Check it out!
Here's a glass to you, my friend - Millenium Reserve Port from De Redcliffe in New Zeland - another discovery, was just given it today, and it is quite good!
Cheers!
Morgan |
