Latest ideas and analyses related to online dating

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MTCH , BMBL

+31 pts



JP Morgan positive on online dating sector, 'super like' $MTCH and like $BMBL

By rIsILAwr on Oct. 20, 2021, 6:17 p.m.
Tagged topics: travel recovery , improving outlook , JP Morgan , online dating

Views: 5, Votes: 1, Responses: 0, Attachments: 2
MTCH , BMBL

+38 pts



$MTCH $BMBL - Jefferies says #datingapps are due for a turnaround

By junkfoodlover on Oct. 12, 2021, 3:30 p.m.
Tagged topics: buying opportunity , dating apps , turnaround , Jefferies , online dating

Views: 161, Votes: 4, Responses: 0, Attachments: 2
BMBL

+1 pts





By i_sarut on Aug. 15, 2021, 2:42 a.m.
Tagged topics: earnings results , secular growth , online dating

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MTCH , BMBL

+1 pts





By i_sarut on Aug. 15, 2021, 2:39 a.m.
Tagged topics: deep dive , improving outlook , social media , RBC , online dating , reopening beneficiaries

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BMBL

+1 pts





By i_sarut on Aug. 15, 2021, 2:34 a.m.
Tagged topics: deep dive , social media , Jefferies , online dating , global opportunity , friend discovery , professional networking

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BMBL

+41 pts



Bumble, Inc. (BMBL, Buy, $75 PT): Beat & Raise w/Bit of Re-Acceleration in 4Q = Healthy Combination

By DurdenDoge on Aug. 12, 2021, 2:34 p.m.
Tagged topics: earnings results , secular growth , online dating

Views: 35, Votes: 5, Responses: 1, Attachments: 2
MTCH , BMBL

+32 pts



$MTCH $BMBL - Jefferies expects big beats for online dating in Q2, but with conservative 2H guidance

By junkfoodlover on Aug. 3, 2021, 12:42 p.m.
Tagged topics: earnings preview , Jefferies , online dating , upside to estimates

Views: 133, Votes: 2, Responses: 0, Attachments: 2
MTCH

+30 pts



$MTCH - RBC estimates the $8bn online dating market will double over next 5 years, sees Match as a secular winner

By junkfoodlover on July 9, 2021, 3:19 p.m.
Tagged topics: TAM expansion , secular growth , RBC , online dating

Views: 101, Votes: 1, Responses: 0, Attachments: 22
BMBL , MTCH

+34 pts



$BMBL - RBC likes Bumble's 'quality over quantity' approach, sees strong margin upside because pricing power is 'just scratching the surface' (deep dive)

By junkfoodlover on July 9, 2021, 2:58 p.m.
Tagged topics: deep dive , social media , RBC , online dating , reopening beneficiaries

Views: 116, Votes: 2, Responses: 1, Attachments: 28
MTCH , BMBL

+32 pts



$MTCH, $BMBL - Jefferies checks indicate upside to Q2 numbers, sees fundamentals inflecting from vaccination progress

By junkfoodlover on June 21, 2021, 11:33 a.m.
Tagged topics: dating apps , inflection point , Jefferies , online dating , upside to estimates , reopening beneficiaries

Views: 135, Votes: 2, Responses: 0, Attachments: 2