Copyright © 2012 PrivCo Media LLC. All Rights Reserved.
PrivCo Investment Thesis on the SocialMedia Industry and Facebook
PrivCo: Social media/social mobile industry remains a strong basket ofcompanies
, still capable of massive
returns for investors.
solid business model
was a great investment
6-7 years ago
when it could still generate huge returns givenits risks.
basket of younger private pre-IPO companies with a more attractivevaluation
such as Twitter, Spotify or Pinterest for example offer
greater rewardgiven the high risks
of internet industries.
(Company names provided are for illustration only and notinvestment recommendations)
Facebook at $100B is overvalued and not worth its risk/reward profile.
PrivCo investment strategy:
in the pre-IPO social media basket via secondary markets
to bet on
the long term growth
of social media by
long on the pre-IPO social internet basket
via secondary markets
(Company names provided are for illustration only and not investment recommendations)
Private Company: Facebook, Inc.