Weekly Update (AMS, LION, Tariffs)
This week the only thing that mattered was tariffs. In my recommendation update section, I will provide some commentary on which recommendations...
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[Quiddity Index Apr25] S&P500/600 Jun25 Rebal: Lots of Intraview Changes Possible
The S&P 500 June 2025 rebal will have fun at both ends of the spectrum. A bunch of intra-review changes at the top are likely, and a few S&P...
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Weekly Update (ANGI, IAC, SNRE)
On March 31, 2025, IAC Inc (IAC) will spin off Angi Inc (ANGI). The first day of trading will be April 1st. The spin-off is designed to be tax-free...
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Revisiting Long Ideas: Match Group
We think Match Group offers an attractive entry point. Always highly valued, but it’s a highly profitable (35% EBITDA margins) platform with a...
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TMT Weekly: 3 Things that Stood Out The Week of 6/11/​​​​​​2021
Three items that stood out last week to us in TMT...the most interesting was a lawsuit by music publishers against Roblox, signaling the importance...
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