What’s the deal with CANO CANO Health Inc. (CANO) has been in the event-driven / special sits bucket for about a year ever since activists

The Opportunity Here is a Japanese net-net stock that popped on my radar. I should preface the following write up with the disclosure that I’ve

IAC’s Public Stakes As of Jan 16, 2023, IAC’s publicly traded stock holdings comprise of 1) ANGI Inc. (ANGI) and 2) MGM Resorts International (MGM). 

This is a continuation of series of posts on the SOTP valuation of IAC. This one covers the valuation on IAC’s Emerging & Others segment. 

I’ve previously explored on the valuation of Turo (see here) and the valuation of IAC’s Search segment (see here).   This is a continuation of a

I’ve recently explored how much IAC’s stake in Turo was worth. See here.This one is on how much the Search segment within IAC is worth.