About VCA Stocks
The thought behind VCA Stocks is that venture capitalists are good at predicting long term growth trends. By tracking the most popular themes behind venture capital investments, an equity investor has a focal point for their own research and investment into public market growth stocks.
There are three steps here.
- First, tracking and categorizing announced venture capital financings.
- Second, identifying companies with exposure to these preferred venture capital themes. I call them VCA stocks — Venture Capital Analog stocks.
- Third, looking for opportunities in these VCA stocks when they come under pressure in the public markets. My assumption is that the vicissitudes of the public markets will create opportunities to buy into the good long term trends identified by the venture capital community.
In searching for investments, I keep in mind that a great investment opportunity includes some element of personal experience.
About Ted Murphy
Ted Murphy has spent over 20 years working in the US financial markets.
Ted worked 10 years as a buy-side quantitative analyst, first at Morgan Stanley Asset Management and then as a partner in Equinox Capital Management. In 1995, he started and ran MarketPlayer.com, a financial website offering stock screening, charting and stock competitions. In 2002, he started and ran Paradigm Money Management LLC, a hedge fund with two high frequency statistical arbitrage products. He started VCAStocks.com in August of 2007. You can reach Ted at ted@vcastocks.com