bullish
ANGI: Still Working to Fix the Price
319 Views10 Feb 2020 19:42
This note is a follow-up to our recent long idea on ANGI Homeservices. The quarter was mostly supportive of our long thesis.Best Working Thesis:...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- TMT Weekly: 3 Things that Stood Out (In Retail) The Week of 5/15/202018 May 2020
- ANGI: Surprisingly Resilient09 May 2020
- IAC: A Care-Full Quarter.10 Feb 2020
- IAC: 1+1 Is Supposed to Equal 2.15 Jan 2020
- ANGI Homeservices (ANGI): Fixed Price Will Fix the Price II (Model, Valuation, Management).07 Jan 2020
- ANGI Homeservices (ANGI): Fixed Price Will Fix the Price I (Fundamentals).06 Jan 2020
x