Internet Capital Group Inc. (ICGE) Message Board

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Technology Stocks : Internet Capital Group Inc. (ICGE)

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From: tktrimbath	12/31/2004 7:21:05 PM
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my end of year synopsis of ICGE Every six months or so I look at my stocks and try a quick explanation of the company and my position. It helps me remember why I hold the stock, reminds me what I want to do with it, and lets me check back for changes. I encourage folks to comment and show me other points of view. ICGE (market cap $0.34B) is the company I wanted to form: an internet incubator modeled more on Berkshire Hathaway than GE. Pity I didn't have that much money so I just bought some stock. They also are a favorite poster company for the excesses of the boom. What I find fascinating is that on the way up many people ignore financials. The same is true as we climb out of the bottom. They don't look too bad. My performance looks terrible, but the management has done the correct things and it looks like the company will survive. I will HOLD based on that trend in their data but won't buy because emotionally I feel that I've put too much here already. They are cheap to buy though so the risk is low while the potential is high. DISCLAIMER : LTBH since late 2000.

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