IAC / ANGI 2Q20: Doubling Down
We have always enjoyed following IAC because we share a worldview with management about investing behind THE major secular trend in the world...
313 Views
TMT Weekly: 3 Things that Stood Out The Week of 7/10/2020
This week we highlight the coming video game price hike, Slack's new acquisition strategy, Walmart's attempt to counter Amazon Prime, and a quick...
306 Views
TMT Weekly: 3 Things that Stood Out The Week of 7/3/2020
This week we highlight Match Group's independence, YouTube TV's price hike, and the sheer insanity of Spotify's 80% move. Obex’s fundamental...
316 Views
TMT Weekly: 3 Things that Stood Out The Week of 5/22/2020
A few items that caught our eye this past week - Snap Inc (SNAP US) Map feature, Spotify Technology Sa (SPOT US) unwarranted move up, and some...
174 Views
ANGI: Surprisingly Resilient
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...
247 Views