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ANGI Homeservices (ANGI US)
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19
Analysis
Information Technology
•
United 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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bullish
•
Match 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...
Aaron Gabin
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252 Views
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bullish
•
IAC
•
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...
Aaron Gabin
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288 Views
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bullish
•
ANGI Homeservices
•
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:...
Aaron Gabin
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319 Views
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bearish
•
Match 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...
Aaron Gabin
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427 Views
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bullish
•
IAC
•
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,...
Aaron Gabin
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451 Views
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