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Category: ANGI

$ANGI: odds and ends

Posted On October 7, 2020
Last week, I posted the qualitative and quantitative bull thesis for ANGI. Today, I want to dive into some other odds and ends that didn't make their way into the piece, as well as answer some questions / concerns / bear thesis that have been sent to me since posting. One question that's always worth […]

A flywheel marketplace at <10x EBITDA: $ANGI $IAC

Posted On October 2, 2020
Yesterday, I put up a post on ANGI's emerging flywheel. I'd encourage you to read that for qualitative background on ANGI, because today we're diving deep into the valuation of ANGI. However, before we go into that, let me start with a little bit of a tease and a question. First, the question: based on […]

Getting the flywheel spinning at $ANGI $IAC

Posted On October 1, 2020
If the past few years have taught investors anything, it's one simple rule: buy pre-deal SPACs, pray that they announce a merger with anything that can vaguely be construed as an electric vehicle company, and profit. Have there been other lessons to be learned in the past year? Sure, though honestly those other lessons are […]
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Reviewing my three worst mistakes of the year: $QRTEA $I $SYNL $ANGI $IAC

Posted On December 13, 2019
It may be the middle of December, but the year is prepping to wrap up for me. I'm going on my honeymoon this afternoon, and while I have skillfully negotiated with my wife that I will be allowed to work a little during the honeymoon, there are limits to how much a man can negotiate....
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