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,...
441 Views
Match Group (MTCH): Tinder Can Burn
We have been examining the IAC/InterActiveCorp (IAC US). Our headline take is we like ANGI ANGI Homeservices (ANGI US) and IAC as longs, and while...
431 Views
ANGI Homeservices (ANGI): Fixed Price Will Fix the Price II (Model, Valuation, Management).
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
437 Views
ANGI Homeservices (ANGI): Fixed Price Will Fix the Price I (Fundamentals).
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
709 Views
Technology -Transforming Asset Allocation Decision Making
Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...
550 Views