Professional
Added to YB: 2025-01-21
Pitch date: 2025-01-21
BMBL [bullish]
Bumble Inc.
-54.71%
current return
Author Info
Tidefall Capital is a concentrated, unconstrained investment fund manager that attempts to compound its capital at an attractive rate of return by focusing exclusively on our best ideas. We employ a value based investment framework where we focus on buying securities that we believe are trading for less than their intrinsic value and sell when this discount has closed. Visit their website.
Company Info
Bumble Inc. provides online dating and social networking applications in North America, Europe, internationally.
Market Cap
$405.9M
Pitch Price
$7.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.88
P/E
-1.92
EV/Sales
1.06
Sector
Interactive Media and Services
Category
value
Tidefall Capital Portfolio Holding: Bumble Inc.
BMBL: Reentry at 6x 2024 GAAP earnings (16% yield). Industry stabilizing post-pandemic, downloads steady at 3.5M/month. New CEO, 30% layoffs, guidance cut. Strong balance sheet, 8x interest coverage. Potential for share buybacks. Trades at discount to MTCH (19x). Gen Z trends favorable for dating apps' future.
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