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...
512 Views
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,...
506 Views
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...
572 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...
512 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...
786 Views