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IAC reported 2025 revenue of $2.39 billion, a $97.4 million operating loss and $986.8 million of cash, cash equivalents, restricted cash and equivalents at year end. The Coverage Bootstrap question is whether the portfolio company can turn liquidity, public st
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HIMS Q1 met the revenue test and raised revenue guidance, but lower margins and reduced adjusted EBITDA guidance keep the thesis conditional.
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