<aside> 💡

Assessment

• Wolfe Herd is a strong CEO, having founded Bumble and grown it rapidly. She is also attributed for Tinder’s success in its early days as she served as its marketing leader. Her growing control of the company, stronger self-awareness and willingness to delegate increases our confidence that she could turn the company around. However, burnout remains a risk to her performance given she has an history of emotional reactivity to media narratives. </aside>

<aside> 💪

Strengths

• Wolfe Herd’s control of the company is growing, with 40% voting power at the moment, up from 27% in April 2025: Wolf Herd’s control of the company is growing
• She is a great marketer and entrepreneur based on her description of past accomplishments: She is a great marketer and entrepreneur based on her description of past accomplishments
• Authentic mission driven founder increases confidence she can attract great talent: She emphasizes mission-driven culture and wants to get better at culture
• Clear mission reset & stronger self-awareness versus past burnout: She says what caused her burnout in the past has been fixed
• Willingness to delegate and lean on an A+ team: She said she has given up control of Bumble, only here for love
• Former employees said Wolf Herd’s seems more determine to turn the company around: https://forum.investmentwiki.org/t/bumble-management/523/8?u=aron </aside>

<aside> ⚠️

Weaknesses

• Burnout remains a risk since she has an history of emotional reactivity to media and narrative: She says what caused her burnout in the past has been fixed
• Wolfe Heard trust her own intuition, which worked in the past but could also backfire:
• She is more layed back than earlier in her career, which can be both positive or negative: She said she has given up control of Bumble, only here for love
• Luck (need for a women dating app) and political connection contributed to her success in the past. That may not be there anymore: Her past success may also be contributed to luck and not entirely execution
• She is expecting a baby which may lead to some downtime: She’s expecting her third-born baby, which could lead to some downtime due to maternity leave
• Some cultural issues (to be assessed further) such as poor communication: Historical cultural and leadership criticisms (Aron: still conflicted on this theme) </aside>

<aside> 📁

Research on Wolfe Herd

• Wolf Herd’s control of the company is growing
• Wolfe Herd management style and execution
  • She is a great marketer and entrepreneur based on her description of past accomplishments
  • She emphasizes mission-driven culture and wants to get better at culture
  • She says what caused her burnout in the past has been fixed
  • She said she has given up control of Bumble, only here for love
  • She’s expecting her third-born baby, which could lead to some downtime due to maternity leave
  • Her past success may also be contributed to luck and not entirely execution
  • Historical cultural and leadership criticisms (Aron: still conflicted on this theme)

Links: ‣ | https://forum.investmentwiki.org/t/bumble-management/523/7?u=aron

</aside>