[MGM] MGM – scuttleblurb

[IAC] IAC [MGM] MGM

IAC and MGM

September 19, 2022

There was a time, not too long ago, when an investor could treat IAC as [...]

[AHT] Ashtead [URI] United Rentals

[URI] United Rentals

August 29, 2022

I. United Rentals rents equipment that customers use to build and maintain commercial structures – [...]

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[TXN] Texas Instruments

[TXN] Texas Instruments

I. I was first introduced to Texas Instruments by my dearest high school friend: Only [...]

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[SPOT] Spotify [UMG] Universal Music [WMG] Warner Music

[UMG, WMG] record labels and the music industry: opportunities and challenges

I. Every few years, this graphic from the Recording Industry Association of America (RIAA), reproduced [...]

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[ODFL] Old Dominion

[ODFL] Old Dominion and less-than-truckload

Let’s say a parts supplier needs to get a full trailer of parts from its [...]

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[IAC] IAC, [MGM] MGM

IAC and MGM

Posted on September 19, 2022September 19, 2022 by scuttleblurb

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 […]

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