I came across a Seeking Aloha article on SFE (Safeguard Scientifics). I caught my attention because Joe Manko had been added to their board and he has been purchasing stock in the open market.
Generally I like straightforward ideas - This is the main reason I was so comfortable, and had high conviction, in the KRMD investment that paid off very well.
This idea is not as straightforward and has execution risk. The thesis is that the sum of the parts of SFE (they are a venture co. that owns a piece of many small companies) is worth multiples of the current stock price.
I do not own any SFE stock at this time. I thought the name may be of interest to some on this board as MANKO was the driving force behind the huge gains in REPR/KRMD.
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