bullish
IAC: A Care-Full Quarter.
262 Views10 Feb 2020 19:50
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...
SUMMARY
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Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
- Draftkings: Trading Our Pick for Future Considerations04 Oct 2020
- DraftKings: First Round Pick26 Aug 2020
- IAC / ANGI 2Q20: Doubling Down16 Aug 2020
- IAC: A Care-Full Quarter.10 Feb 2020
- ANGI: Still Working to Fix the Price10 Feb 2020
- Match: Tinder Burning06 Feb 2020
- IAC: 1+1 Is Supposed to Equal 2.15 Jan 2020
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