09.14.2021 Portfolio Update (Weekly Edition)

Topics for this Week: $IAC Deep Dive, Portfolio Update W/ Discussion

Before we get to portfolio I wanted to let everyone know that Deep Dive on $IAC has been completed and published.

You can access it here : IAC/InterActiveCorp ($IAC) Deep Dive.

I haven’t yet decided which company I will be getting obsessed over next yet, but as soon as I make up my mind and start digging in I will let all of you know first!

If you have an…