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IAC – Divided we stand

Posted on Monday, Jan 14th

Interactive Corp. (NASDAQ: IACI) recently announced its decision to split its whole business into five separate listed entities. The stock has lost around 24% in 2007. The spin off will hopefully lead to value unlocking for shareholders. It will create 5 different entities – Interactive (including Ask.com, Match.com and Citysearch), Home Shopping Network, Ticketmaster, Interval

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Web 3.0 & IAC (Part 5)

Posted on Friday, Sep 21st

Conclusion IAC has leadership positions in the Personals, and Local / Ticketing verticals. Through Expedia, it also has a great position in Travel. However, there are concerns with HSN Network, Lending Tree and Real Estate segments, though they are strong brands with competitive positioning. IAC holds more than 60 online properties and someone could easily

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Web 3.0 & IAC (Part 1)

Posted on Monday, Sep 17th

Introduction IAC (Nasdaq: IACI) is an interactive conglomerate operating more than 60 diversified brands in sectors being transformed by the Internet, online and offline. The Company’s business can be classified into five segments: * Retailing (HSN, Cornerstone Brands, Shoebuy.com) * Membership & Subscriptions (Interval International, Match.com, Entertainment Publications) * Transactions (Ticketmaster, LendingTree, RealEstate.com, ServiceMagic) *

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Online Dating & Web 3.0 (Part 5)

Posted on Friday, Aug 10th

M&A and VC activity Match.com, a business unit of IAC, acquired edodo in China and Netclub in France in February this year. Match operates 35 country sites in 15 languages. The deal will add 4 million subscribers to Match.com’s already existing 15 million. In January 2007, Meetic acquired DatingDirect, a UK online dating site, for

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Online Dating & Web 3.0 (Part 4)

Posted on Thursday, Aug 9th

Web 3.0 formula discussion (4C, P, VS) Here, we will take a look at the Web 3.0 aspects of online dating sites. Context As we mentioned earlier, Context for dating sites is becoming increasingly more focused and nichy, as sites look for different avenues to differentiate. Some popular contexts that are emerging are Seniors, Gay,

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Online Dating & Web 3.0 (Part 3)

Posted on Wednesday, Aug 8th

Business Model Most of the online dating sites earn money mainly from subscription, ad revenue and products and services sold through its sites. The subscription rates for the dating sites vary from $29.99 per month for Match.com to $39.95 per month for Yahoo! Personals to $49.99 for True.com to $59.95 per month for eHarmony.com. eHarmony

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IAC: Going Local

Posted on Thursday, Jun 21st

IAC (Nasdaq: IACI) is an interactive conglomerate operating more than 60 diversified brands in sectors being transformed by the Internet, online and offline. IAC’s mission is “to harness the power of interactivity to make daily life easier and more productive for people all over the world”. The Company’s business can be classified into five segments:

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Serial Entrepreneur: Peng Ong (Part 5)

Posted on Tuesday, Nov 14th

SM: Have you read any of my writings on the entrepreneurship in India? PO: Yes I have, and we have talked some on this. What are you referring to specifically? SM: Well I did a series under the title of Concept Arbitrage. If you look at Indian entrepreneurship right now there is a huge amount

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