Match Group, Inc.
MTCH
position
long
Bill Nygren, Harris Associates
Thesis
We bought Match.com as we saw an opportunity to invest in a company that could benefit from changing consumer behaviors during the pandemic.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. While the pandemic did change consumer behaviors, the lack of information on how Match.com has performed since the pitch leaves the outcome uncertain.
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