Match Group, Inc. (MTCH)

Jeffrey Smith · 2024-07

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 3 total

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Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Complication 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Evidence & Proof 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides

every slide · same image gating as the playbook

The slide uses a dual-axis line chart for performance and a bar chart for valuation multiples to argue that Match is undervalued.compare_peers

Open slide detailBeat · Situation & ContextLoop · Pattern Hunter

Open slide detailLoop · Pattern Hunter

The slide uses a combination of bar chart (margins) and line chart (YoY growth) to highlight the lack of operating leverage.expose_contradiction

Open slide detailBeat · ComplicationLoop · Pattern Hunter

The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.compare_peers

Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter