LendingTree: A Small Valuation-Based Position Could Be Prudent

Company Overview - LendingTree operates an online marketplace that connects consumers with lenders and insurers for mortgages, personal loans, credit cards, insurance, and other financial products [1] - The company was founded in 1996 by Douglas Lebda, who is still serving as CEO [1] Leadership and Expertise - Douglas Lebda holds a PhD in Law and Economics, with a dissertation focused on corporate wrongdoing [1] - The company has a longstanding interest in the stock market, particularly in US small to mid-cap stocks, both long and short [1] Analytical Approach - The analysis aims to provide insights that go beyond previous writings on the company, utilizing academic research and modeling secular trends [1] - The focus includes correlating financial statement numbers and key performance indicators (KPIs) with external variables to uncover interesting perspectives on the company [1]