Match: Closing Out the Short
In the past few days, IAC, ANGI, and MTCH all reported earnings. The main takeaway? Their businesses are seeing an acceleration in the LT secular...
367 Views
U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
547 Views
IAC: A Care-Full Quarter.
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...
379 Views
ANGI: Still Working to Fix the Price
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:...
414 Views
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...
578 Views