Match Group: A Love Connection With Value Investors

Company Performance - Match Group's performance has been declining, with an annual growth rate decreasing by 10% over the last five years, while competitors have seen a 30% annual increase [1] - The flagship app, Tinder, has been losing market traction [1] Investment Approach - The investment strategy focuses on high-growth opportunities across industries, utilizing a value investing approach that emphasizes strong business models and strategic foresight [1] - The discounted cash flow (DCF) valuation methodology is primarily employed, with adaptability to various valuation techniques [1] - Business model frameworks from institutions like Harvard Business School are leveraged for in-depth analysis, ensuring a comprehensive understanding of a company's intrinsic value and strategic positioning [1]