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...
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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,...
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Fangdd Network IPO Valuation: High-Cost Housing
FangDD (DUO US) is the largest online real estate marketplace in China, as measured by the number of registered agents in its marketplace as of 31...
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PropertyGuru IPO: Website Traffic Analysis Undermines Premium Rating
PropertyGuru (PGU AH) is an online property classifieds marketplace with presence in five countries across South East Asia – Singapore, Vietnam,...
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PropertyGuru IPO Valuation: Guru at Frothy Valuations
PropertyGuru (PGU AH) is an online property classifieds marketplace with presence in five countries across South East Asia – Singapore, Vietnam,...
730 Views