The Canadian Investor
List of 100 Quality Stocks
Dec 25, 2023
Investing in disliked companies with growth potential and the advantages of working at startups. Challenges startups face in competing with established companies like Amazon. The significance of CapEx spend and quality stocks like Costco and Visa. Discussion on financial stocks, particularly Ally Financial. Exploring the changing dynamics of meeting people through dating apps. Discussion on stock growth, capital allocation strategy, and insider transactions.
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Quick takeaways
- Match Group has faced challenges in recent years, but if Tinder can overcome setbacks, it could present an investment opportunity.
- Ally Financial's hybrid model of content marketing and investment research makes it stand out in the financial sector.
Deep dives
Match Group and the Challenges of Online Dating
Match Group, the owner of popular dating apps like Tinder and Hinge, has faced challenges in recent years. While Tinder experienced rapid growth and became a leading dating app globally, it reached a saturation point in some markets, leading to declining downloads and active users. The company also raised prices, which resulted in a decline in paying users. The drawdown in stock price, around 82%, reflects these challenges. However, if Tinder can overcome these setbacks and continue to attract users and generate revenue, Match Group could present an investment opportunity.
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