2/4/25 - $mtch - Enticing but swipe left2/4/25 :: VROCKSTAR :: NASDAQ:MTCH
Enticing but swipe left
- nearly 8% fcf and awesome mgns get my attention, nevermind what looks like depressed YoY expectations this year
- realistically, i'd not short the thing... don't like the debt, don't use the product (thank god), but i get it, this is what ppl do these days and it's a super useful service
- does brandon's economy keep people from buying premium subscriptions, picking less dates? again, perhaps an interest barometer for the economy here. i'm not going to flip coin after doing that on googl and snap (longs) into print (and avoiding AMD - but i'll be watching from the sidelines and wish you the best - the speech will be the key!)
ONE THING i did just do quickly which might be interesting for you is to see this chart of "snapchat" vs "tinder" on google trends over a long time horizon. interestingly the growth of snap's search interest started when tinder's started to decline. could it be that the youngsters are now meeting on snap - and snap is becoming more a dating platform?? perhaps just a weird data that means nothing. but worth a look! reminds me of when shein and temu were taking a lot of share in retail going back a few years... and tik tok was eating insta for some time. i noticed similar trends in google search data:
here it is:
trends.google.com
am i just stir crazy ahead of uber?
V