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Category: IAC

IACPosted onMay 22, 2021May 22, 2021

Why I’m selling Vimeo shares and holding IAC

I’ve written about self-proclaimed anti-conglomerate Interactive Corp. (IAC) a few times in this newsletter, and it remains one of my favorite stocks. I think CEO Joey…

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IACPosted onMay 9, 2021May 9, 2021

Movie theater thesis strengthens, IAC’s next chapter and Triton

Three quick Sunday items for today’s Stock Talking: 1. New podcast episode on strength of box office and why the puck is going to the…

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IACPosted onNovember 1, 2020January 30, 2021

Bazooka ready – be greedy when others are fearful ($NTDOY, $IAC, $LADR)

A picture is worth a thousand words: CNN’s Fear & Greed Index confirms what it is pretty obvious from price action and the narrative financial…

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