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,...
440 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...
430 Views
Monetisation of International Markets Occuring Faster Than Expected; Getting Closer to Profitability
Pinterest Inc (PINS US) reported its 2Q 2019 financial results yesterday (1st August 2019). Pinterest reported revenue of $261m (+62% YoY) for 2Q...
403 Views
Pinterest IPO: Time to “Pin” It
Pinterest Inc (PINS US) will be the latest Silicon Valley social media company to go public this week. Pinterest has set an IPO price range of...
754 Views
Bits and Bytes : Facebook Feels the WeChat Burn + Why Does Lyft Want to List ?
Facebook Inc A (FB US) : Mark Zuckerberg sees the light or is facing the WeChat burn? It seems like the whole tilt towards ensuring a more safe,...
390 Views