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...
698 Views
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...
626 Views
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...
904 Views
Just Eat Plc Situation Looks Headed To Auction
Takeaway.com NV (TKWY NA) on the 20th of November launched an official Takeover Offer for Just Eat PLC (JE/ LN), changing the format of its deal...
662 Views
Meituan-Dianping Metrics Versus Global Online Food Delivery Peers
In this note we compare Meituan Dianping (3690 HK)’s key metrics from three global online food delivery (OFD) companies (Grubhub Inc (GRUB US),...
961 Views