MTCH
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by TBPN 4mo ago
LONGPOSITION2mo ago
“We recast all of that about 6 months ago and we've made enormous progress in just 6 months. … We are turning around Tinder and it feels great.”TBPN
Match is turning around Tinder under founder-led leadership; metrics already improving after 6 months.
MTCHLONG@ $36.09
$39.68+9.94%
since call May 11
peak +15.1%
LONG4mo ago
“I do think dating is a pretty protected category because you need liquidity. So the big, big apps are always the big apps.”TBPN
Dating incumbent moats are proving more durable than AI-disruption fears; the market over-discounts the leader.
MTCHLONG@ $31.00
$39.68+28.00%
since call Apr 1
peak +31.5%