NASDAQ

IAC Inc.

IAC

2 stories

Delisted Jul 31

@ActAccordingly Jun 23

PAA Research on X

FWIW, I'm pretty sure Doug Lebda of $TREE experienced a (-95%)-(-99%) drawdown in 2000, 2008, and again post COVID-19. The company was purchased by $IAC and then spun out again after the dotcom bubble burst. Of course that implies that $TREE was a 10+ bagger on two separate occasions. RIP Mr. Lebda.

@IdeaBrunchEmail Jul 30 3 clicks

Idea Brunch on X

New Idea Brunch with Theo Rosenthal of TMR Capital, a long/short equity fund he launched in October 2019 after graduating from Johns Hopkins We discuss his approach to inflection investing, shorting, and more! $IAC $BJ $SII https://t.co/DEmsYmqki0

Investor Letters

Letters that discuss IAC.

Patient Capital Management 4Q24 Portfolio Activity and Attribution 4Q24 COIN $47BCROX $5.5BCVS $112B
Patient Capital Management 3Q25 Portfolio Recap 3Q25 PGEN $2.8BUNH $338B
Patient Capital Management 3Q24 Portfolio Activity and Attribution 3Q24 BABA $270BET $70BEXPE $31B

Tickers on this page

Companies the stories above are also about, besides IAC.

BJ $13B
SII $3B
TREE $343M