http://ir.mtch.com/phoenix.zhtml?c=254224&p=irol-newsArticle&ID=2164574
I still think:
* The Match Group is only a collection of old and obsolete online dating sites: Match, Meetic, Chemistry, OkCupid, FriendScout24, OurTime, HowAboutWe, PlentyOfFish and many more and all of them are past their primes, reached operating ceiling and they are in decadence.
* The Match Group overpaid for PlentyOfFish (It was insane, USD575 Million for PlentyOfFish that past its prime 2 years ago). The Match Group had been doing all wrong, acquiring rotten companies to show illusory success to its investors.
* Tinder will not monetize as expected and it is cannibalizing Match. Tinder can collapse like Skout (problems with minors using it).
And Tinder is in war with other online dating application: Bumble backed by Badoo (powered by a Russian Mafia of hackers & spies)
* The Match Group pays astronomical compensations to their C-level executives.
* The Match Group is not going to innovate and revolutionize the Online Dating Industry in the next years.
* Also be alerted that Barry Diller is over 74 years old and can "retire" this year
The IAC and MTCH can collapse because he is like a Godfather.
No comments:
Post a Comment