Comments
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MHwhat a terrible trade
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PBHow many people are success on dating apps? Dating apps are crap. Lots of fake profiles. If the profile is real they are likely not single or not looking anymore. It is a money grab industry that uses emotions and psychology to part men with their money.
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SPGreat video but he's missing many important social and legal factors that will lead to the decline in the price of companies like Match and others. The biggest social factor is the MGTOW philosophy which is now being followed by many men. MGTOW has risen in recent years in response to the unfair treatment of married men in the family courts and, on top of this, the weaponisation of MeToo in the workplace through frivolous and false harassment allegations. These factors amongst others will crush not only just dating stocks but many consumer goods companies who rely on marriage and family to keep people buying more and more products & services. Contrary to many comments below, this was a great topic that was discussed in the video and MGTOW will have huge consequences on society and companies. It is having consequences right now to be honest as the marriage rate is in freefall
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MTClearly detached from the ways of the millennial generation. Meeting at a wedding or through chemistry is hollywood fairytale. My favorite quote "there's too much transactional velocity".
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MKThe best part of this analysis, was reading through the comments :)
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MHTrading based on raw emotions & feelings.
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BPThis guy is off his tree
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DLGuys - that moment at 6:26 (>1:45) was great! Waiting for 55.50, I agree with this trade. If broad market turns over, this could be a fun ride down!
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RSThis setup seems like it has no process, but rather based on feel. In terms of relative strength, MTCH has been outperforming the market. It is also above all it's major moving averages. While the trade might work, it would be luck as opposed to process and not for any of the reasons he cited (what about the massive debt this name carries?). When she asked if it was based on technicals or fundamentals, he never really answered. I would never take this trade based on the logic presented!
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JMI agree with the other viewers, this trade requires more analysis, discussion of the innovation or lack thereof, and valuation metrics -- which we should all be doing before we invest. But big picture, this is a good idea in concept. I have several Gen-X friends that have tried and abandoned Match, and several Millennial friends that see Match as an outdated platform for old farts. To give Chris credit, the best days for Match could very well be in the past.
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RBIn think the story or narrative may be incomplete. So here's my stab at extending the analysis: The whole point of any recurring revenue or Subscription as a Service (SaaS) business such as Match is to ensure customer retention and limit churn of your users. New users are expensive to bring on! Perhaps, I am overly cynical, but from a business standpoint (i.e. Match Group's perspective) - the worst outcome is that a subscriber finds their ideal mate on MATCH platform and then quits being a paid subscriber! What business in their right mind would want that? It sounds counterintuitive but to be financially profitable MATCH cannot deliver or meet their subscribers expectations (it would be like shooting yourself on the foot!!). Perhaps it's in their best interest to have subpar algorithms that pair you with people so that it doesn't work out and you remain a subscriber (i.e., keep returning). To conclude - in the short run consumers and analyst aren't likely to realize this in the next month - so I'm not convinced with the outlined logic. But in in the long run (i.e. at least 18 months from now) people will figure this out (can't fool all the people all the time as Lincoln said).
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JMSo the industry (& Match business model) over promises and under delivers but I wish he could have provided specific examples??? "According to a 2015 study by the Pew Research Center, 80% of the users, and 55% of non-users, said that online dating sites are a good way to meet potential partners" (wikipedia)
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JQJustine swipe left!! Haha This guy had no process, no data on dating numbers! They own multiple dating apps. Terrible on process. Online dating is exploding! Tell this guy to ask his kids!
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GBShould not have aired this
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RHI think Justine swiped Left
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SSHuh?
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KCA little all over the place. Probably should write up his thesis and have a colleague challenge him on it before presenting. Explain and separate fundamental beliefs from technical conversation. I look forward to his next appearance.
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NHAt least John Hempton bothered to pose as a sweaty 600lb single man with gonorrhea for his Cupid plc short.
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TTThe least valuable segment on Real Vision to date. Pun intended. No technical charts, no financial data or ratios, relative or absolute valuation marks, no sound rationale. Some film should stay in the can - just because it's produced doesn't mean it must be published!
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GGSeriously sell it on the basis of “ i think “ thesis!! 😶
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MSSounds like someone failed to find his perfect Match.
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GFJust a theory: Due to Federal Marshalls shutting down prostitution listing service BackPage many free dating sites like CraigsList were also forced to shut down their personals area. Match may be benefiting from the reduced competition from free dating sights while perhaps also getting 'discrete' paid listings from prostitutes.
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BGWait. Is this a bet against love in a market that is sentiment based rather than fundamentally sound? Makes sense, I’m in.
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AWHe's suggesting a daytrade based on a personal belief spanning decades. LOL
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DH10 min rant based on personal theory (people are not getting results!)