Will the 'shared economy' pioneers be the next Twitter or Facebook?
The shared economy companies are threatened by laws and regulation. But then, which disruptive businesses are not? Uber and Airbnb are likely to be...
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Weekly Update (NVRI, MRP, IAC)
One market sector that hasnât been lifted by the AI narrative is the oil and gas industry. Enviri Corporation (NVRI)Â announced on November 21,...
388 Views
Weekly Update (Q, IAC, ANGI, LION, SNREY)
Dupont (DD) spin off its electronics business, Qnity (Q), early this week. DQnity will be one of the worldâs largest pure-play electronic materials...
439 Views
Weekly Update (LION, MAGN, NLOP, SONY)
Sony Group Corporation (SONY) is planning to partially spin off its financial services division, Sony Financial Group Inc. (SFGI), in what would be...
449 Views
IAC: Reviewing Q2 and Updating My Valuation
IAC reported its second-quarter results recently and sold off sharply. In my view, the market reaction was overly punitive. While results came in...
342 Views