ENTITY
SMARTSCORE: 2.6/5
Groupon

Groupon (GRPN US)

26
Analysis
Consumer DiscretionaryUnited States
Groupon, Inc. operates a shopping website that shares information on local goods, services, and cultural events for businesses and consumers worldwide. The Company provides information on activities, travel destinations, consumer products, and live events.
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10 Feb 2020 11:42

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:...

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bullishIAC
15 Jan 2020 15:53

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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bearishMatch Group
14 Jan 2020 19:39

Match Group (MTCH): Tinder Can Burn

We have been examining the IAC/InterActiveCorp (IAC US). Our headline take is we like ANGI ANGI Homeservices (ANGI US) and IAC as longs, and while...

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07 Jan 2020 03:39

ANGI Homeservices (ANGI): Fixed Price Will Fix the Price II (Model, Valuation, Management).

Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...

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06 Jan 2020 14:20

ANGI Homeservices (ANGI): Fixed Price Will Fix the Price I (Fundamentals).

Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...

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