Author is bullish on Match Group, arguing online dating is durable, Hinge is winning, and AI will improve matching.
MTCH — LONG The author argues online dating is a durable, addictive business where users keep paying, and Match Group holds a massive proprietary dataset on user behavior. Hinge is highlighted as the current winner with fast growth, paying users, and strong brand equity. The author also claims AI will make matching more useful, improving the product and monetization.
Hinge is the one winning right now. Growing fast, users who actually pay, and somehow managing to be the dating app people admit to being on. That's brand equity money can't buy.