Match Group (MTCH) – Elliott管理公司 – 2024 年 3 月 30 日

作者： Brad Freeman31 3 月, 2024发布分类：股市洞悉

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Match Group (MTCH) – Elliott管理公司 – 2024 年 3 月 30 日

我认为迪斯尼的领导层有权在没有激进投资者的情况下实施其计划，但我不认为 Match 也是如此。营销上的失误、渠道顶部的薄弱、模糊的扭亏计划以及财务上的持续失利，都让我差点就放弃了这一控股公司。在一个稳步增长的行业中，它的市场份额遥遥领先，但自 2020 年以来的表现却很难让人注意到这一点。这就是为什么我很高兴他们遵循 Elliott Management 的指导。 Elliott 持有该公司 10% 以上的股份，并刚刚将其看好的两名候选人纳入 Match Group 董事会：劳拉-琼斯（Laura Jones）和斯宾塞-拉斯科夫（Spencer Rascoff）。琼斯是 Instacart 的首席营销官。 Rascoff 是 Zillow 的联合创始人之一。这是一个强有力的信号，表明 Match 愿意接受可能带来价值增值的变革。他们的存在让我更愿意继续持有 Match Group。其业绩记录良好。

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