In today’s briefing:
- [Alert] Sell Howard Hughes (HHH)
- Weekly Update (HAVAS, ANGI)
[Alert] Sell Howard Hughes (HHH)
Just a quick update: I’ll be selling my position in Howard Hughes (HHH) to fund a purchase of Havas (HAVAS).
Howard Hughes remains an attractive company that isn’t directly impacted by potential tariffs—aside from broader recession-related risks.
However, with Pershing Square attempting to take the company private, I don’t feel I have a clear edge in the current situation.
Weekly Update (HAVAS, ANGI)
This week, IAC Inc (IAC) spun off Angi Inc (ANGI). The first day of trading was April 1st.
Angi operates the largest digital marketplace for home services in the U.S., connecting homeowners with contractors across Angi’s Ads and Leads platform (formerly HomeAdvisor/Angie’s List) and Services (pre-priced jobs fulfilled via Angi’s network)
ANGI has fallen sharply despite no tariff exposure.
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