Out Fox The $treet

With the recent IPO of 2U  ( NASDAQ: TWOU     ) , the education technology sector is grabbing more attention and offering investors more options to invest. Combined with Chegg ( NYSE: CHGG     ) , the sector finally has a couple of interesting opportunities in the rapidly growing area. With every service thinkable moving to the cloud, it only makes sense that higher education involving the most social-media- and technology-savvy generation would be highly involved in online endeavors. Read the full article here . Disclosure: Long GSVC. Please review the disclaimer page for more details. 

The ability to revolutionize the education process in the US and maybe even the world could make the education technology sector an interesting sector in the next decade. Chegg (CHGG) started off as a textbook rental firm, but it is quickly moving to the digital world of making a platform for high school and college students. This is an interesting stock that Stone Fox Capital owns via an investment in GSV Capital (GSVC) that has it as a top 5 investment. Potential investors should listen to this interview with the CEO on CNBC this morning. Chegg has slumped some 20% from an IPO pricing above the range at $12.50. The market doesn't appear ready for the education tech sector and especially a stock losing tons of money. This company offers the future potential of being the financial and social platform for higher education students. Disclosure: Long GSVC. Please review the disclaimer page for more details. 

While Chegg is a private firm, it is a top holding of GSV Capital (GSVC) allowing investors to profit from any gains by the online renter of textbooks. Considering GSVC is a small holding of the Opportunistic models, the CNBC interview with CEO Dan Rosenweig was intriguing. As of the end of Q3, Chegg was the 4th largest holding with a value of $14M or roughly 5.2% of the NAV of the company. Rosenweig is the former COO at Yahoo (YHOO) . He makes a compelling story for creating Chegg into a professionally oriented network for college students. As an investor in GSVC, the top positions of Twitter, Palantir, Violin Memory, and Dropbox are the reasons for owning that stock. The interview below was intriguing and further backs why an investment in GSVC is as much a reliance on the management team as research of the individual holdings.   Disclosure: Long GSVC. Please review the disclaimer page for more details.