BUY Asymmetric Investing by Travis Hoium Convicción3/5 Calidad del análisis75/100 ahora
The analyst is buying Bumble due to its turnaround potential, despite past stock performance. He highlights improving operating profit due to reduced expenses, increasing revenue per user despite declining user numbers, and a compelling valuation with an enterprise value to EBITDA of 3.9. He believes the return of founder Whitney Wolf Herd to leadership will guide the company towards a high-value niche in dating.
“The stock I'm going to go through today, Bumble, is one of my crazier ideas, but I want to explain exactly why I like this stock, why I've been adding it to the asymmetric portfolio.” — ▶ 00:00:40