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Match Group IPO - might be a good investment
07-01-2015, 12:04 PM
I'm in a betting mood. This might do well.
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Match Group IPO - might be a good investment
07-01-2015, 12:12 PM
I wouldn't bet on it. Most of their business is based on the success of Tinder.
One outside app developer writing a Tinder-killer and the company would go south really quickly.
HSLD
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Match Group IPO - might be a good investment
07-02-2015, 11:27 AM
I just can't imagine that in 5 years we will still be using Tinder.
OKC and Match parts definitely seem safer but these are websites. Historically, few websites that rely on network effects have remained popular for more than a decade.
This IPO is not at all safe. Tech IPOs are the most dangerous of all. This is doubly true today with the Nasdaq at a P/E of 23.
Edit: If you can actually get in on the IPO then you may want to go for it because IBs tend to set the price quite a bit lower than what they project the the market price to be. But I would sell by end of business of that day.
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Match Group IPO - might be a good investment
07-02-2015, 11:38 AM
How will they make money? Membership fees?
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Match Group IPO - might be a good investment
07-02-2015, 11:53 AM
It's a good cash flow business, they do a good job at identifying and buying potential threats (OKC) and they invest a lot (Tinder)
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Match Group IPO - might be a good investment
07-02-2015, 04:56 PM
Whenever someone IPO's you have to ask, "Are they raising needed money to expand?, Or are they cashing out?"
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Match Group IPO - might be a good investment
07-02-2015, 05:01 PM
Here I think the idea is to let Match Group grow on its own without being held down by otherwise stagnant businesses.
I'm definitely not a fan of IPOs at all, I just think the analysts are underestimating the value and growth potential of the carousel - which had a lot to do with the growth of Facebook, Instagram and smartphones, generally.
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Match Group IPO - might be a good investment
12-04-2015, 07:59 PM
Answer honestly - How many Guys here on RVF have banged solid 8s, 9s or 10 unicorns from Match, Zoosk or Tinder on a consistent basis?
Then ask yourself if you should invest... just saying.
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Match Group IPO - might be a good investment
12-04-2015, 09:47 PM
Gents, don't confuse your individual experience or a product offering with a business model.
I think McDonalds is absolutely shit food, but MCD makes boatloads of money.
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Match Group IPO - might be a good investment
12-06-2015, 03:35 AM
Quote: (12-04-2015 09:47 PM)jj90 Wrote:
Gents, don't confuse your individual experience or a product offering with a business model.
I think McDonalds is absolutely shit food, but MCD makes boatloads of money.
Hear, hear!
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Match Group IPO - might be a good investment
12-10-2015, 11:56 PM
How are you getting in on the IPO? Unless you're an established high net worth client with the firm that's handling the IPO or one that's been thrown a few shares there's little chance of getting in on one.
Are you talking about buying into an IPO ETF? Or simply buying after the IPO?
Americans are dreamers too
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Match Group IPO - might be a good investment
12-12-2015, 11:41 PM
But that also doesn't mean you buy their stock. To some extent(not nearly all) the price will be determined by expectations of their future growth or lack thereof. The "shitload of money" they've made is already priced into their shares. You're paying for it, not profiting from it.