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IACI

1 Aug 2016

IAC (IAC) Q2 Earnings Call

by Jeremy Saltzberg | posted in: Earnings Call, Notes | 0

IAC (IAC) CEO Joey Levin said were about to enter an era of even higher volatility  “Nonetheless, our conduct in the last quarter was not due to a lack of conviction on value, but rather a countervailing sense that we … Continued

IACI, Internet Information, Technology
14 Jul 2016

IAC (IACI) Chairman Barry Diller Interview

by Jeremy Saltzberg | posted in: Notes | 0

IAC (IACI) Chairman Barry Diller on treating your competitors with respect  “All my life I’ve been around tensions between distribution and production. I understand them. They don’t anger me. I understand leverage. I understand that leverage ebbs and flows in … Continued

IACI, Internet Information, Technology
28 Oct 2015

JS Earnings Call Notes 10.27.2015 – Roper, Comcast, IAC, Dupont, Waste Management, WR Berkley

by Jeremy Saltzberg | posted in: Notes | 0

Roper (ROP) CEO Brian Jellison said it may not look like it from the outside but under the surface, the company is moving very quickly “if you look at the income statement, we are sort of laughing, because it’s the … Continued

CMCSA, DD, IACI, ROP, WM, WRB

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