TSOH Investment Research (Alex Morris)
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Archive
About
BMBL
Match Group: Second Date?
Note: TSOH Investment Research will be off next week for Christmas; I hope that everyone has a happy holiday!
Dec 16, 2024
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TSOH Investment Research
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2
The Dating Game
An update on MTCH and BMBL
Aug 22, 2024
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TSOH Investment Research
15
2
Portfolio Change - 05/21/2024
Note: You can review all prior portfolio changes on the TSOH website.
May 20, 2024
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TSOH Investment Research
17
2
2
Match Group: Tinder Troubles
"A Longer-Term Strategic Undertaking"
May 20, 2024
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TSOH Investment Research
16
4
4
Match: Temperature's Rising
From “Tinder’s Melting Ice Cube?” (November 2023): “What’s clear is that the investment community continues to harbor serious questions / doubts about…
Feb 8, 2024
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TSOH Investment Research
26
1
Match Group: Maturation
From “Feeling The Heat” (December 2022): “The current state of affairs at the Established Brands also presents an important question for the future of…
Aug 21, 2023
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TSOH Investment Research
30
4
3
"Sadie Hawkins" Goes Digital
Note: I published a deep dive on Match Group on 06/06/22 (link)
Jun 27, 2022
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TSOH Investment Research
15
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