Latest ideas and analyses related to spin-off

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IAC , VMEO

+30 pts



$IAC - Piper Sandler sees 'opportunistic entry point' for stock post $VMEO spin

By puckerman17 on June 11, 2021, 10:17 a.m.
Tagged topics: valuations , buying opportunity , analyst checks , spin-off , Piper Sandler , Vimeo spin

Views: 166, Votes: 1, Responses: 0, Attachments: 8
AMZN , NFLX , DIS

+11 pts





By Noto on May 26, 2021, 1:23 p.m.
Tagged topics: spin-off , growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 3, Votes: 2, Responses: 0, Attachments: 0
DELL , VMW

+30 pts



$DELL, $VMW - Morgan Stanley raises Dell target to $117, says VMware spin unlocks Dell equity and accelerates deleveraging

By ethonomics on April 15, 2021, 11:35 a.m.
Tagged topics: deleverage , spin-off , IT spending , analyst raises target , Goldman Sachs , Morgan Stanley , VMware spin , investment grade , special dividend , debt upgrade

Views: 529, Votes: 1, Responses: 0, Attachments: 12
IAC , ANGI

+32 pts



$IAC, $ANGI - JP Morgan says ANGI's growth in Mar were notably better even after normalizing for easier comps, estimates IAC stub trading at $10bn

By rIsILAwr on April 12, 2021, 10:44 p.m.
Tagged topics: buying opportunity , spin-off , home improvement , JP Morgan , Vimeo , upside to estimates , Dotdash

Views: 128, Votes: 2, Responses: 0, Attachments: 6
IAC

+30 pts



$IAC - Piper Sandler expects Vimeo spin off to occur in May and begin trading in mid-May

By puckerman17 on March 25, 2021, 3:49 p.m.
Tagged topics: buying opportunity , spin-off , investor day , mergers and acquisitions , Piper Sandler , Vimeo

Views: 171, Votes: 1, Responses: 0, Attachments: 3
IAC , MTCH , ANGI

+65 pts



$IAC - JP Morgan raises target to $280, estimates Vimeo spin at $8bn in Apr/May, sees further upside from 'multiple levers to unlock value' near-term

By puckerman17 on Feb. 9, 2021, 12:16 p.m.
Tagged topics: spin-off , analyst raises estimates , analyst raises target , JP Morgan , Vimeo

Views: 138, Votes: 1, Responses: 0, Attachments: 9
IAC

+33 pts



Why I'm in no rush to buy MTCH here

By josiebe on Sept. 25, 2019, 2:15 p.m.
Tagged topics: valuations , buying opportunity , Q3 results , pullback , Facebook Dating , spin-off , broad based selling

Views: 106, Votes: 2, Responses: 0, Attachments: 0
IAC , FB

+37 pts



Facebook Dating's potential impact to MTCH hard to ignore

By cassie on Sept. 25, 2019, 1:45 p.m.
Tagged topics: new competition , Facebook Dating , spin-off , Tinder

Views: 143, Votes: 4, Responses: 0, Attachments: 0
IAC , MTCH

+37 pts



IAC overhang and valuations are my main concerns on MTCH

By mooreideas on Sept. 25, 2019, 1:29 p.m.
Tagged topics: valuations , buying opportunity , spin-off , higher float , increased leverage , overhang

Views: 188, Votes: 3, Responses: 0, Attachments: 0