Calls
1
u/Grffin721
Reddit r/wallstreetbets
Win Rate
100.0%
return
+3.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 03
$17.34
+3.5%
Grindr has 15M MAU, 67 minutes/day engagement, Q1 2026 revenue growth of 38% YoY, ~45% adjusted EBITDA margins, and management raised 2026 guidance to $535M revenue / $227M EBITDA. At a $3.4B market cap, it trades around 15x EBITDA. The market treats Grindr like a niche dating app, but the engagement, demographics, and vertical expansions into AI matching and telehealth (ED pills, HIV prep) suggest a uniquely monetizable user base. That gap could drive re-rating, with a squeeze adding upside. Long GRND as a high-growth compounder with squeeze optionality; the setup is compelling but not low-risk. Limited TAM — the number of gay users is not growing exponentially; competition and platform/regulatory risk; aggressive DCF assumptions; short squeeze may fail to materialize or reverse violently.
Grindr has 15M MAU, 67 minutes/day engagement, Q1 2026 revenue growth of 38% YoY, ~45% adjusted EBITDA margins, and management raised 2026 guidance to $535M revenue / $227M EBITDA. At a $3.4B market cap, it trades around 15x EBITDA. The market treats Grindr like a niche dating app, but the engagement, demographics, and vertical expansions into AI matching and telehealth (ED pills, HIV prep) suggest a uniquely monetizable user base. That gap could drive re-rating, with a squeeze adding upside. Long GRND as a high-growth compounder with squeeze optionality; the setup is compelling but not low-risk. Limited TAM — the number of gay users is not growing exponentially; competition and platform/regulatory risk; aggressive DCF assumptions; short squeeze may fail to materialize or reverse violently.
Gaming & Leisure
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u/Grffin721 has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: GRND.
