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Added to YB: 2024-02-16

Pitch date: 2024-02-15

IAC [neutral]

IAC Inc.

-17.05%

current return

Author Info

Company Info

IAC Inc., together with its subsidiaries, operates as a media and internet company worldwide. The company publishes original and engaging digital content in the form of articles, illustrations, and videos and images; and magazines related to women and lifestyle under the People, Better Homes & Gardens, Verywell, FOOD & WINE, The Spruce, allrecipes, BYRDIE, REAL SIMPLE, Investopedia, and Southern Living brands.

Market Cap

$2.9B

Pitch Price

$45.85

Price Target

N/A

Dividend

N/A

EV/EBITDA

9.19

P/E

-6.28

EV/Sales

0.90

Sector

Interactive Media and Services

Category

value

Show full summary:
Sawbuckd Portfolio Holding - $IAC

IAC: Considered exiting but SOTP too compelling to ignore. Better valuation possible if 2024 continues 2023's momentum. Still believe in IAC's ability to create value, but optimal entry is post-spinoff (like my MTCH buy). Currently trades at perpetual discount amid dry spell w/o catalysts. Angi missteps may overshadow positives elsewhere.

Read full article (1 min)