IAC CEO Sees a Multi-Billion Dollar Debt Issuance as 'Digestible'

The transcript covers a discussion on the nature of tracking stocks, valuation gaps, and strategic moves for IAC. It explores capital allocation, market performance, and the company's focus on existing businesses while considering new opportunities. The conversation also touches on the challenges faced by internet giants like Apple and Google, particularly regarding data exchange and potential antitrust issues.

What factors contribute to the decision-making process regarding potential spinoffs?

How does the speaker view the relationship between capital allocation and business performance?

What lessons does the speaker believe can be learned from the challenges faced by Internet giants?