Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/27/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
324 Views
IAC: A Care-Full Quarter.
This note is a followup to our recent long idea on IAC. The quarter was mostly supportive of our long thesis and the NAV discount has even widened...
262 Views
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:...
299 Views
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...
402 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,...
430 Views