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Non-Tech : Venture Capital Stocks in Individual Investor
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To: RavBruce who wrote (21)12/18/1997 3:55:00 PM
From: John Arnopp  Read Replies (1) of 49
 
Bruce,

I like Safeguard, and would buy and hold them when you can. It is also worthwhile to exercise the rights when you can, and hold for a relatively long time (but of course, at least 18 months). I'm still holding off of CMGI.

For TMO, it seems like you could construct an interesting portfolio by investing in both TMF and TMO (proportions?), and selling your rights to subsidiaries. Since TMF doesn't hold TMO, they have to get the subsidiaries from somewhere. If you hold TMO, you could sell the subsidiaries you get rights to, but also still own them through TMF. Does that make any sense? In any case, your right: I think the benefit comes from active management of the subsidiaries (too many for me to try to keep good track of).

Just my thoughts,

--John
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