The chapter analyzes the price to sales ratio of Match and Bumble, evaluates their investment potential based on factors like market share and bottom line growth, and expresses optimism about Bumble's new CEO and their ability to lead the tech platform in the future.
Celebrities, talking cats, and bad animation, did those Big Game ads connect?
(00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss:
- What brands are looking for from a major spend.
- The increasing bifurcation of the watching experience.
- If it takes more than a celebrity or three to make a great ad.
(19:11) Mary Long and Rick Munarriz compare Match and Bumble and break down the prospects for these two publicly traded matchmakers.
Companies discussed: PARA, DIS, PDD, MTCH, BMBL, ETSY, VZ, CGSP, RDFN, MNST
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Host: Deidre Woollard
Guests: Ricky Mulvey, Dan Boyd, Mary Long, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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