IAC: A Care-Full Quarter.

286 Views10 Feb 2020 19:50

This note is a followup to our recent long idea on IAC. The quarter was mostly supportive of our long thesis and the NAV discount has even widened...

SUMMARY

(Sign Up to Access)

Try Now

Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

SMARTKARMA PREVIEW PASS

By signing up, you agree to our
Terms of Use and Privacy Policy.

Already have an account? Sign In Now

Full Insight

(Paid Plans Only, 4-minute read)

Discussions

(Paid Plans Only)

TMT & Consumer Independent Equity Research Analyst

Obex Capital Research

United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)

Price Chart(Sign Up to Access)

Insight Stream