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Category: IAC

Some things and ideas: February 2019

Posted On February 28, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Some things and ideas: January 2019

Posted On January 31, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Christmas Ideas for 2019: Honorable Mentions $CHTR $GLIBA $IAC $MSG $MEIP $GAPFF $CVI $I

Posted On December 13, 2018
In yesterday's post, I introduced my Christmas Ideas for 2019 series (I wrote it early morning and somehow managed to misspell Christmas in the title; a misspelling that will live in infamy on twitter for the rest of time). Today I wanted to run through some "honorable mention" ideas that I thought about profiling for […]

Matching with IAC $IAC $MTCH

Posted On October 12, 2017
IAC Interactive (IAC; disclosure: long) represents the opportunity to invest in a company trading for roughly the same price of its publicly traded equity stakes despite the presence of world class capital allocators with a proven history of realizing shareholder value at the opportune time, hundreds of millions in net cash on their balance sheet, […]
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