There was a time, not too long ago, when an investor could treat IAC as a collection of binary early stage bets anchored by a few more mature and profitable entities. To most, IAC’s 12% passive minority stake in MGM, acquired near the COVID lows, was a weird one-off opportunistic gambit that could be marked […]
Category Archives: [MGM] MGM
scuttlebits [GWRE] Guidewire Software
[scuttlebit] Guidewire scales
October 20, 2025
What are scuttlebits? Nowhere is the insurance industry’s notorious resistance to change more evident than [...]
Continue reading →scuttlebits [WISE] Wise plc
[scuttlebit] Wise is probably going to be fine
October 10, 2025
What are scuttlebits? “we fundamentally believe whoever has the best infrastructure in this space will [...]
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Continue reading →[IT] Gartner
Is Gartner Doomed?
October 1, 2025
In simple terms what Gartner does is it furnishes research reports that executives use to [...]
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Continue reading →scuttlebits [SCHW] Charles Schwab
[scuttlebit] Charles Schwab is so back
September 22, 2025
What are scuttlebits? Nobody talks about Charles Schwab anymore, but just two and a half [...]
Continue reading →scuttlebits
[scuttlebit] thoughts on ASML
September 15, 2025
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
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