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MTCH
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The Dating Game
An update on MTCH and BMBL
Aug 22
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The Science of Hitting
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The Dating Game
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Portfolio Change - 05/21/2024
Note: You can review all prior portfolio changes on the TSOH website.
May 20
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The Science of Hitting
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Portfolio Change - 05/21/2024
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Match Group: Tinder Troubles
"A Longer-Term Strategic Undertaking"
May 20
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The Science of Hitting
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Match Group: Tinder Troubles
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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
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The Science of Hitting
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Match: Temperature's Rising
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Portfolio Change - 11/14/2023
Note: You can review all previous portfolio changes on the TSOH website
Nov 13, 2023
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The Science of Hitting
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Portfolio Change - 11/14/2023
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Tinder's Melting Ice Cube?
From “Match Group: Maturation” (August 2023): “I think these risks are worth taking, and I’m encouraged that management is experimenting. The other…
Nov 13, 2023
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The Science of Hitting
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Tinder's Melting Ice Cube?
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Portfolio Change - 08/22/2023
As disclosed in today’s write-up, I’ve decided to make a portfolio change (which will be executed tomorrow morning).
Aug 21, 2023
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The Science of Hitting
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Portfolio Change - 08/22/2023
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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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The Science of Hitting
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Match Group: Maturation
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Match: Feeling The Heat
In “Match Group: Disappointing Execution”, I wrote the following:
Dec 1, 2022
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The Science of Hitting
22
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Match: Feeling The Heat
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Match: "Disappointing Execution"
From Match Group’s Q4 FY21 shareholder letter: “Our 2021 performance demonstrates that our portfolio strategy positions us to achieve consistent…
Aug 29, 2022
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The Science of Hitting
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Match: "Disappointing Execution"
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"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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The Science of Hitting
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"Sadie Hawkins" Goes Digital
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Match Group: Swipe Right?
With roots to the start of online dating (mid-1990’s), Match is the industry leader in a business that has greatly benefited from the global explosion…
Jun 6, 2022
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Match Group: Swipe Right?
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