Bumble Investors Should Be More Thankful

The Wall Street Journal2021-11-26

With a fully diluted market value of around $6.6 billion—less than 17% of Match’s—dating app is starting to look undervalued Cheap date? Bumble shares are looking like a good value these days. Bumble ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Kitsonlin
2021-11-26
Kitsonlin
Morning
PengsieX
2021-11-26
PengsieX
Girl Power
- Kitsonlin:
  up
romeocotton
2021-11-26
romeocotton
Ok
- romeocotton:
  Ok
kdcc
2021-11-26
kdcc
Like pls.. Thanks..
- ZBM:
  [OK][Allin]
ChonkyBoy
2021-11-26
ChonkyBoy
Like
JamesPang
2021-11-26
JamesPang
Please like and comment
- JamesPang:
  thanks
- KlWong:
  Ok

发表看法

114

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1109542632?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-11-26 07:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1109542632","market":"us","top_or_hot":-1,"title":"Bumble Investors Should Be More Thankful","media":"The Wall Street Journal","content":"<div>\n<p>With a fully diluted market value of around $6.6 billion—less than 17% of Match’s—dating app is starting to look undervalued\nCheap date? Bumble shares are looking like a good value these days.\nBumble ...</p>\n\n<a href=\"https://www.wsj.com/articles/bumble-investors-should-be-more-thankful-11637848981?mod=hp_lista_pos3\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bumble Investors Should Be More Thankful</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBumble Investors Should Be More Thankful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-26 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/bumble-investors-should-be-more-thankful-11637848981?mod=hp_lista_pos3><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With a fully diluted market value of around $6.6 billion—less than 17% of Match’s—dating app is starting to look undervalued\nCheap date? Bumble shares are looking like a good value these days.\nBumble ...</p>\n\n<a href=\"https://www.wsj.com/articles/bumble-investors-should-be-more-thankful-11637848981?mod=hp_lista_pos3\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BMBL","symbol_name":"Bumble Inc.","start_time":0,"source_url":"https://www.wsj.com/articles/bumble-investors-should-be-more-thankful-11637848981?mod=hp_lista_pos3","article_id":"1109542632","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1109542632","pubTimestamp":1637884147,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"With a fully diluted market value of around $6.6 billion—less than 17% of Match’s—dating app is star","collect":0,"end_time":0,"defaultTopTitle":"wsj.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BMBL":"Bumble Inc."},"translate_title":"笨蛋投资者应该更加感激","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BMBL":0.9},"content_text":"With a fully diluted market value of around $6.6 billion—less than 17% of Match’s—dating app is starting to look undervalued\nCheap date? Bumble shares are looking like a good value these days.\nBumble Inc. may never have the broad appeal of dating giant Match Group Inc., but it is looking more lovable. Since going public in February, its share price has dropped 54% from where it opened on its first day of trading. Over just the last three months, it is down 36%, while Match’s share price has fallen less than 2%.\nBumble was founded to turn dating on its head, empowering women to make the first move in an attempt to curb aggressive or unwanted advances from men online. The “woke” message resonated with investors initially but, including the lesser buzzed-about Badoo, Bumble has just two dating apps compared with Match’s more than 10 brands. A survey earlier this year from Evercore ISI found that, of males and females using both apps, a significantly higher percentage of both groups were more satisfied with Tinder.\n\nFor a company that needs to get investors more excited about its potential today, it probably didn’t help that Bumble spent time touting the role it could play in the metaverse on its most recent earnings call—an opportunity still years away. After talking a big game around its IPO, Bumble should have learned by now to stop fantasizing about what it can be and focus on what it already is.\nWith a fully diluted market value of around $6.6 billion, though—less than 17% of Match’s—Bumble is starting to look undervalued. As of the third quarter, Bumble had nearly 18% as many payers as Match, and its subscribers might be more valuable. Bumble’s average revenue per paying user in that period was nearly $23, growing 18.5% year on year. That compares with Match’s revenue per payer of just over $16, growing 8% year-on-year.\nIn the third quarter, App Annie data show Bumble’s world-wide downloads grew 20% year on year across iOS and Google Play, while downloads for Match’s Tinder and Hinge fell. Bumble reported revenue for its namesake app grew 39% in the third quarter year-on-year, suggesting more people who are downloading the app are opting to pay for it. The Bumble app now has two tiers of subscriptions. The company has said new users are adopting the higher priced tier at a rate upward of 70%. It launched a second-tier subscription for Badoo late in the third quarter, which should help to bolster that app’s revenue.\n\nData from Apptopia show average downloads and sessions for October and November are trending higher for both Badoo and Bumble apps than what they averaged in the third quarter on a monthly basis. Sessions, which Apptopia has found to be highly correlated with subscribers for Match Group in the past, appear to be growing faster for the Bumble app than for Tinder thus far in the fourth quarter on a sequential basis.\nSettling for Bumble today never felt so safe.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":877333779,"gmtCreate":1637886430740,"gmtModify":1637886430852,"author":{"id":"4088412711170620","authorId":"4088412711170620","name":"Kitsonlin","avatar":"https://static.tigerbbs.com/f4c50ef7ee78d822dd86b84cd4150c59","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4088412711170620","authorIdStr":"4088412711170620"},"htmlText":"Morning","listText":"Morning","text":"Morning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877333779","repostId":1109542632,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":877333367,"gmtCreate":1637886360363,"gmtModify":1637886360505,"author":{"id":"3578047933589423","authorId":"3578047933589423","name":"PengsieX","avatar":"https://static.tigerbbs.com/ebe92821eba3b91a6431d698b66bbed5","vip":1,"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":4,"crmLevelSwitch":0,"idStr":"3578047933589423","authorIdStr":"3578047933589423"},"htmlText":"Girl Power","listText":"Girl Power","text":"Girl Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877333367","repostId":1109542632,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6726509,"gmtCreate":1637886436942,"gmtModify":1637886437036,"authorId":4088412711170620,"author":{"id":4088412711170620,"idStr":"4088412711170620","authorId":4088412711170620,"name":"Kitsonlin","avatar":"https://static.tigerbbs.com/f4c50ef7ee78d822dd86b84cd4150c59","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":877333367,"type":1,"supId":0,"prevId":0,"content":"<u>up</u>","text":"<u>up</u>","html":"<u>up</u>"}],"langContent":"CN"},{"id":877392398,"gmtCreate":1637885679454,"gmtModify":1637885679613,"author":{"id":"3581501639420952","authorId":"3581501639420952","name":"romeocotton","avatar":"https://static.tigerbbs.com/d6446d86c992b7236dd843c2d43f4fbb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581501639420952","authorIdStr":"3581501639420952"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877392398","repostId":1109542632,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6726301,"gmtCreate":1637885686763,"gmtModify":1637885686999,"authorId":3581501639420952,"author":{"id":3581501639420952,"idStr":"3581501639420952","authorId":3581501639420952,"name":"romeocotton","avatar":"https://static.tigerbbs.com/d6446d86c992b7236dd843c2d43f4fbb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":877392398,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"},{"id":877304176,"gmtCreate":1637885120265,"gmtModify":1637885120376,"author":{"id":"3582248787663478","authorId":"3582248787663478","name":"kdcc","avatar":"https://static.tigerbbs.com/6b7ab80d653c786d04ef593538824fd5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582248787663478","authorIdStr":"3582248787663478"},"htmlText":"Like pls.. Thanks..&nbsp;","listText":"Like pls.. Thanks..&nbsp;","text":"Like pls.. Thanks..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877304176","repostId":1109542632,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6726321,"gmtCreate":1637885763106,"gmtModify":1637885763198,"authorId":3570943747362190,"author":{"id":3570943747362190,"idStr":"3570943747362190","authorId":3570943747362190,"name":"ZBM","avatar":"https://static.tigerbbs.com/270b131944942f65c2892aebe29ce0dd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":877304176,"type":1,"supId":0,"prevId":0,"content":"[OK][Allin]","text":"[OK][Allin]","html":"[OK][Allin]"}],"langContent":"CN"},{"id":877302367,"gmtCreate":1637884946950,"gmtModify":1637884946950,"author":{"id":"4098419408434940","authorId":"4098419408434940","name":"ChonkyBoy","avatar":"https://static.tigerbbs.com/437c30517679f35c2ddc856dbf1a94e9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4098419408434940","authorIdStr":"4098419408434940"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877302367","repostId":1109542632,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":877302955,"gmtCreate":1637884943673,"gmtModify":1637884943837,"author":{"id":"3571697757751706","authorId":"3571697757751706","name":"JamesPang","avatar":"https://static.tigerbbs.com/7be8c64b1475bb8d5afdfd812323bd46","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3571697757751706","authorIdStr":"3571697757751706"},"htmlText":"Please like and comment","listText":"Please like and comment","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877302955","repostId":1109542632,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6726073,"gmtCreate":1637885009916,"gmtModify":1637885010021,"authorId":3571697757751706,"author":{"id":3571697757751706,"idStr":"3571697757751706","authorId":3571697757751706,"name":"JamesPang","avatar":"https://static.tigerbbs.com/7be8c64b1475bb8d5afdfd812323bd46","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":877302955,"type":1,"supId":6726059,"prevId":0,"content":"thanks","text":"thanks","html":"thanks"},{"id":6726059,"gmtCreate":1637884970342,"gmtModify":1637884970434,"authorId":3585862393512500,"author":{"id":3585862393512500,"idStr":"3585862393512500","authorId":3585862393512500,"name":"KlWong","avatar":"https://static.tigerbbs.com/b20610400ddcc33719ca6767c3e3fbde","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":877302955,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":114,"commentSize":19,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1109542632"}