See also: Matchmaking Ai Thesis
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Summary: Potential Matchmaking AI Play
Low valuations: Dating Platform like Match Group and Bumble who together control the dating market in the united states and europe saw a significant decrease in their share prices as users churned and turned more to real life dating. The mood is negative and investors are not optimistic. This lead to low valuations of
Core Thesis & Contrarian take: I believe that through Ai the matchmaking ability of those platforms can increase significantly and therefore it’s value could rise strongly as they start to provide real value to users again for which they are willing to pay for.
→ way higher % will pay
→ pricing will be higher
→ might even influence economies (birthrates)
Valuation Model Bumble
Initial impression: Financial situation of both companies is not super easy, therefore hard to make a fast investment!
Investor relation day 2024 (well made!)