IAC/InterActive Corp

Ticker
$IAC
Industry
Technology
Type
SOTP
Rating
Covered
Category
Core

IAC owns a large stake in $ANGI and $MGM with stub holdings of Dotdash/Meredith (a company I previously owned which was acquired by IAC), Care.com (formerly public company), a search business, net cash, and some private investments (namely Turo).

IAC Report — JPM Dec2021532.7KB
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Resources

Oct 2022 —

Feb 2022 — 4Q21 update: Twitter thread from Mostly Borrowed Ideas
Nov 2021 — VDL: quick value post