ENTITY
ANGI Homeservices

ANGI Homeservices (ANGI US)

19
Analysis
Information TechnologyUnited States
ANGI Homeservices Inc. operates an online portal for home improvement. The Company offers a digital platform that connects homeowners with service professionals for home services. ANGI Homeservices serves customers worldwide.
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bullishMatch Group
09 May 2020 08:38

Match: Closing Out the Short

In the past few days, IAC, ANGI, and MTCH all reported earnings. The main takeaway? Their businesses are seeing an acceleration in the LT secular...

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bullishIAC
10 Feb 2020 19:50

IAC: A Care-Full Quarter.

This note is a followup to our recent long idea on IAC. The quarter was mostly supportive of our long thesis and the NAV discount has even widened...

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10 Feb 2020 19:42

ANGI: Still Working to Fix the Price

This note is a follow-up to our recent long idea on ANGI Homeservices. The quarter was mostly supportive of our long thesis.Best Working Thesis:...

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bearishMatch Group
06 Feb 2020 08:46

Match: Tinder Burning

This note is a followup to our recent short call on Match Group Inc (MTCH US) ahead of 4Q19’s earnings. The quarter was highly supportive of our...

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bullishIAC
15 Jan 2020 23:53

IAC: 1+1 Is Supposed to Equal 2.

We have been examining the IAC/InterActiveCorp (IAC US) complex. Our headline take is we like ANGI ANGI Homeservices (ANGI US) and IAC as longs,...

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