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Technology Stocks : Internet Capital Group Inc. (ICGE)
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From: tktrimbath6/30/2007 11:39:08 AM
   of 4187
 
six month review (Market cap ~ $0.5B)

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

Internet Capital Group is an incubator specializing in B-to-B internet companies, which the media loves to make fun of because of their wild ride through the bubble. I like them because I like their business model (which I feel is akin to Berkshire Hathaway) and because their management team was able to steer the company through the bubble (yes, I like them for the very reason that the media laughs at them).

The company's story hasn't changed, though the treatment has. The media that made fun of them is beginning to give them grudging credit as a survivor. A more positive face in the press can help lift the stock. Their business model will always be difficult for analysts to fit into their spreadsheets. As long as the partner companies remain stodgy and profitable but not stellar, ICGE will only grow as the sum of its parts, not with a premium for being able to grow, to incubate, successful revenue generators. There's no reason that they can't spawn a Google, but the odds are against that. Still, it would only take one stellar company to apply a premium to ICGE.

DISCLAIMER LTBH since late 2000 and have been adding along the way.
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