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...
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Blockchain Delusion: Overstock's Wild Ride Following CEO Byrne's Latest Bizarre Press Release
Patrick Byrne, Overstock's outspoken founder & CEO, issued a bizarre press release on August 12'th confirming claims by journalist Sara Carter...
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Rental Rates for Last Mile Industrial Real Estate Poised to Move Higher in Most Key Global Markets
New industry data this week, plus take-aways from our latest discussions with company managements, all confirm that the likely trend in...
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Obscuring the True Cost of Management (North America)
The accounting rules for equity compensation are deeply flawed. They obscure the true cost and imply there is no impact on cashflow. In reality,...
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Y Ventures: A Potential to Double (Part 2)
With a small market cap barely touching SGD 100m, YVEN is easy to be passed up by fund managers. However, its data-centric approach to e-commerce,...
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