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Ice Juice Capital Profile picture
Ice Juice Capital
@IceJuiceCapital
100% value, frozen concentrate with added ingredients — permanently in the freezer (DM's open)
Mar 20, 2019 • 9 tweets • 2 min read
I’ve been seeing a lot of interest in $ANGI in my small corner of FinTwit. Bull thesis seems to be pretty standard platform stuff: offline-to-online conversion, 2-sided marketplace, reduce friction for homeowners, so on so forth. All of this sounds good, but I am skeptical on the stock because of the other part of the 2-sided marketplace: the contractors themselves. After having spent a day among the "indigenous population" on forums like contractortalk.com, my impressions of contractors are: