TMT Weekly: 3 Things that Stood Out (In Retail) The Week of 5/15/2020
Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...
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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...
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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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Blockchain Delusion: Overstock's Wild Ride Following CEO Byrne's Latest Bizarre Press Release
Patrick Byrne, Overstock's outspoken founder & CEO, issued a bizarre press release on August 12'th confirming claims by journalist Sara Carter...
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Obscuring the True Cost of Management (North America)
The accounting rules for equity compensation are deeply flawed. They obscure the true cost and imply there is no impact on cashflow. In reality,...
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