Friday, March 8, 2019

Growth Investors Should Swipe Match Group Right ???



https://seekingalpha.com/article/4247276-growth-investors-swipe-match-group-right

Match independent evaluation values Tinder at USD 10 Billion?
http://onlinedatingsoundbarrier.blogspot.com/2019/03/match-independent-evaluation-values.html

- MTCH shares are terrible overvalued.
- Match Group has big debt, in the range of USD 1.2 Billion.
- Many of their online dating sites, are past their prime and reached operating ceiling.
- MTCH is fully contolled by IAC, "owned" by one person, Barry Diller, 76+ and can be severely ill now.
- MTCH is in big war with Russian mafia believed in the spyware business, owner of Badoo and Bumble.
http://onlinedatingsoundbarrier.blogspot.com/2019/02/nearly-all-of-big-dating-apps-are-now.html
- Match Group C level executives think they are a monopoly and nobody can enter the Online Dating Industry and challenge their leadership.
but ...
New US Government Task Force to Target Tech Monopolies
http://onlinedatingsoundbarrier.blogspot.com/2019/02/new-us-government-task-force-to-target.html

Facebook dating will be launched in 2020
https://onlinedatingsoundbarrier.blogspot.com/2018/05/sa-article-match-group-is-clear-sell-on.html

"In February 2019, the Secretary of State for Digital, Culture, Media and Sport of the United Kingdom, indicated in public comments that his office intends to inquire as to the measures utilized by online dating platforms, including Tinder, to prevent access by underage users. To the extent any new or more stringent measures are required to be implemented, our business, financial condition and results of operations could be adversely affected."
extracted from MTCH 2018 financials


Also Guardia Civil in Spain will investigate Tinder
http://onlinedatingsoundbarrier.blogspot.com/2019/03/guardia-civil-espanola-to-investigate.html

My bet: MTCH start of a bigger decline amidst heavy competition.
https://onlinedatingsoundbarrier.blogspot.com/2018/08/my-bet-mtch-start-of-bigger-decline.html


No peak for Valentine's day 2019?
https://onlinedatingsoundbarrier.blogspot.com/2019/02/no-peak-for-valentines-day-2019.html


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