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Fun to put the banker hat on for this one. Can see $GOOG taking a look in a post-Khan world. $HD and $LOW are other logical buyers. ServiceTitan another interesting one though they may have eyes on an IPO.

$ANGI up big on news that it’s still going to get dumped post-spin, and will be chaired by the same guy that oversaw zero value creation over the last 7 years?

$TLIS now on the expert market. Assuming the ~$12M of expenses still holds for the dissolution (rather than bankruptcy), could be $2+ of distributions. Realistically, dissolution should be cheaper, but TBD. Hopefully initial distribution comes after the March settlement hearing

$WBQNL this is what happens when you place a market sell order!

A quick look at some TTM metrics for a couple holdcos. $IAC $IDT

$WBQNL finally have some clarity over the insurance settlement. Now it’s just a matter of how long this repair work will take; should see a decent total return at these levels, IRR is the question

$WRLC out with their annual report with no real surprises. Rental and recreation revenue actually a little better than I expected. Funny that they mentioned their $7M equity portfolio beat the S&P last year by 2.6% after underperforming for years.

$WBQNL at this point might as well just knock down the house and rebuild it. Feel good that they’ll get reimbursed for the repair work, but seems it’ll take several years.

$LYRA ripping on positive LYR-210 data. Interesting for $LIANY holders as this was the only licensing agreement that appeared unresolved as of the last annual report. No clue if the rights are sellable but looks more likely now.