Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis, and CCC (maybe) A few months ago, I got around to reading Barry Diller’s memoir, Who Knew. The guy’s career basically toured through every phase of modern media – talent agency, broadcast television, movie studio, fourth network (Fox), cable/home shopping – and […]
Category Archives: [MGM] MGM
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 […]