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  • An alternative investment thesis for AI

    An alternative investment thesis for AI

    In this episode of Equity Mates - we're looking at AI - and explore an alternative thesis. Cause while it's easy to focus on big names like Google and Microsoft, there are alternate pathways to consider.

    17 July

  • The investment case for Nelnet, Dropbox and Match Group | Arch Capital
    General

    The investment case for Nelnet, Dropbox and Match Group | Arch Capital

    We're chatting to Brett Schafer and Ryan Henderson from Arch Capital, a hedge fund based in Seattle. Brett and Ryan also host the Chit Chat Money podcast.

    13 July

  • Gen Z’s dating revolution
    General

    Gen Z’s dating revolution

    This article from Business Insider suggests that Gen Z are rejecting the dating apps and going back to meeting in

    21st Mar, 2023

  • Tinder gets swiped left as Match's forecast disappoints

    Tinder gets swiped left as Match's forecast disappoints

    Match Group Inc on Tuesday forecast first-quarter revenue below expectations after Tinder, the face of online dating, became a sore point in 2022 and drove the company's first ever quarterly decline.
  • Shortcut to: Match Group
    General

    Shortcut to: Match Group

    We’re coining a term for Match Group - the ETF of love. If you’re bullish on love (and how much people will pay to find it), then Match Group is the investment for you. We don’t know how many dating apps there are in the world, but we do know that Match owns most of them.

    23rd Dec, 2021

    Sponsored by Superhero

  • The index of love - Match Group | Summer Series

    The index of love - Match Group | Summer Series

    Episode 2 of our summer series is here and if you want to feel the Christmas love, this episode is for you. Bryce and Alec take a deep dive into Match Group (NASDAQ:MTCH), the world’s largest provider of online dating services. Their portfolio of apps includes Tinder, Hinge and Match. Over 40% of relationships in the US now start online, so this is an industry we’d be cupid to ignore.

    23 December

    Sponsored by Superhero

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