IAC 4Q'22 Earnings Update Disclosure: I own shares of IAC The world was priced for perfection, digital companies broadly focused on growth at all costs, and “basic” was a tacit insult. Not anymore!
IAC 2Q'22 Earnings Update Disclosure: I own shares of IAC"We want our shareholders to feel their capital is safe with us...that it’s our responsibility to help that capital grow healthily by building businesses and creating opportunities our shareholders may not have the chance to access on their own."IAC is seeing
Deep Dive on ANGI Disclosure: I am long shares of ANGI I have taken a slightly different approach in this month’s deep dive. Given the length of my deep dives, I have outlined six different sections to help readers navigate and know beforehand what to expect.