Subsidiary/Venture Capital Value Plays | Stock Discussion Forums

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Strategies & Market Trends
Subsidiary/Venture Capital Value Plays

An SI Board Since December 1999

Posts	SubjectMarks	Bans
17	6	0

Emcee: RavBruce	Type: Unmoderated

Introduction Compact

I am interested in discussing how to value stocks that have subsidiaries that are worth a substantial amount of its value. An example is Seagate that is sitting on a large amount of Veritas and other investments which basically gives you the parent free.
Thermo Electron is another example. It is taking steps to unlock the value(the company would be worth substantially more if broken up than it would be whole) by restructuring and taking many divisions private.
Does anybody have any other examples and any interesting ways to play them (combination of buying shares and options, etc)?
Bruce Bromberg Seltzer

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Reply	Message Preview	From	Recs	Posted
17	Check out this article: upside.com	RavBruce	-	7/31/2000
16	VENTURE CAPITAL VALUATION MODEL Compare the ratio of 1.) Market capitalization	architect*	-	3/12/2000
15	INCUBATORS..INVESTMENT FIRMS.. VENTURE CAPITAL COMPANIES INVESTMENT FIRMS Comp	architect*	-	3/12/2000
14	With knowing the company, it is hard to tell. But insiders may own a different	RavBruce	-	1/9/2000
13	Information please While searching I found a company that has more shares ow	Will Lyons	-	1/9/2000
12	Here is another play quoted from IFC: Currently, one of Tom's favorite sele	RavBruce	-	12/16/1999
11	Here is a quote about Seagate from the NYTIMES: The interview was Richard Weiss	RavBruce	-	12/13/1999
10	I just picked this up about Silicon Graphics. It addresses this type of value	RavBruce	-	12/13/1999
9	Could someone please tell me what other investments besides Rediff Intel has ma	douglas w. stephenson	-	12/8/1999
8	TMO etc are hard to figure out. I think it is undervalued but it will remain to	RavBruce	-	12/7/1999
7	maybe TMO is undervalued just because it is so hard to figure out. Some of it	Will Lyons	-	12/6/1999
6	IDTC does look underpriced. I haven't looked at it thoroughly, though. So	chalu2	-	12/6/1999
5	I found another possibility. IDTC a phone company that own a huge chunk of Net	RavBruce	-	12/5/1999
4	This is reply to both of your posts. First of all thanks for joining. One, thi	RavBruce	-	12/2/1999
3	Great idea for a new thread! Does anyone have a link that will make it easy to	Elmer	-	12/2/1999
2	BBS: I shared this with the MSFT folks months ago when they whined that MSFT wa	John F. Dowd	-	12/2/1999
1	Also, I was amazed to read that Microsofts investments are now worth $18 Billio	RavBruce	-	12/2/1999

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