Is That Part of the Thesis for Owning Today?

IAC is holding it at about $250 million right now. I think part of the thesis for owning today, look, we don't know in terms of going public or if someone's going to acquire them or whatever. They'll do the right thing with this asset. And so to row is basically growing profitably like it's growing not only gross margin wise, it's growing operating margin wise and it's growing like double and triple digits.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app