ENTITY
Match Group

Match Group (MTCH US)

58
Analysis
Communication ServicesUnited States
Match Group, Inc. is a dating service provider. The Company offers diverse portfolio of apps and services which enables connections across the spectrum of age, race, gender, sexual orientation, and backgrounds. Match Group serves customers worldwide.
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bullishMatch Group
09 May 2020 08:38

Match: Closing Out the Short

In the past few days, IAC, ANGI, and MTCH all reported earnings. The main takeaway? Their businesses are seeing an acceleration in the LT secular...

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05 Apr 2020 00:38

Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/3/​​​​2020

Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...

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bullishIAC
10 Feb 2020 19:50

IAC: A Care-Full Quarter.

This note is a followup to our recent long idea on IAC. The quarter was mostly supportive of our long thesis and the NAV discount has even widened...

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10 Feb 2020 19:42

ANGI: Still Working to Fix the Price

This note is a follow-up to our recent long idea on ANGI Homeservices. The quarter was mostly supportive of our long thesis.Best Working Thesis:...

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bearishMatch Group
06 Feb 2020 08:46

Match: Tinder Burning

This note is a followup to our recent short call on Match Group Inc (MTCH US) ahead of 4Q19’s earnings. The quarter was highly supportive of our...

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