Blockers

Description

See also: Match Group Research

MM: Bumble is a high priority project as it is ultra cheap and might be a tremendous investment opportunity. Of all our portfolio companies it offers the highest upside by far

Goals of the Project

• Understand bumble well and see if it can sized (If we could e.g. double its size and it does well that would double the return)
• Understand risks and difficulties execptionally well
• Find “alpha” data sources like Tinuity
• Build a strong and comprehensive overview in Notion which allows team and community to understand the company well and increases our reputation

Scope

Steps

• [ ] Map out what hold you back from buying and then try to resolve or harden those concerns by digging deeper

Open Questions

Materials

Bumble Thesis (Draft)

Bumble User and Engagement Trends