Note: The numbers before each argument are our ratings of how strong each argument is.
<aside> 💡
Assessment
<aside> 💪
Strengths
<aside> ⚠️
Weaknesses
9: Bumble’s success story **is not entirely hers** as Badoo’s founder Andreev seems to have played a big role in Bumble’s success.
8: She was less involved on the product (and other company roles such as finance or HR) in the past as she was focused on branding, hence may not have enough experience on the product side.
7: Her leadership has been associated with some cultural issues (to be monitored closely) such as poor communication, politics and disputes and erratic decisions.
7: Managed to cash out a lot of money due to Bumble share sales. Deals with Blackstone & Badoo founder.
5: Burnout remains a risk since she has an history of emotional reactivity to media and narrative.
4: Luck (need for a women dating app) and political connection contributed to her success in the past. That may not be there anymore.
3: She is expecting a baby which may lead to some downtime.
3: Wolfe Heard trust her own intuition, which worked in the past but could also backfire:
3: She is more layed back than earlier in her career, which can be both positive or negative.
2: Her compensation package looks misaligned with value creation. </aside>
Wolf Herd’s control of the company is growing
Wolfe Herd management style and execution
Wolf Herd compensation package