Bumble: Turnaround Is Still Far Away; Meanwhile, Near-Term Pain Is Real

Group 1 - The core viewpoint is that the fundamentals of Bumble (NASDAQ: BMBL) are deteriorating, leading to a recommendation for a sell rating due to increasing competitive pressures [1] - The investment approach emphasizes the importance of long-term durability and affordability in companies, rather than merely focusing on low multiple stocks [1] - There is a recognition that while investing in successful companies carries risks, the potential for significant growth can sometimes outweigh immediate price concerns [1]