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Campaigns / Starboard Value → Match Group, Inc.
Starboard Value vs. Match Group, Inc.

Match Group, Inc. · MTCH

2 decks published between 2024-07-15 and 2024-07-15 — 10 pages, 5 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-07-15 initial thesis

    2024 01 Starboard_Value_LP_Letter_to_MTCH_07.16.2024

    5pp · letter

    Match owns Tinder and Hinge yet trades at <8.5x FCF; fixing Tinder, lifting margins above 40%, and aggressive buybacks — or a sale — can unlock substantial upside.

    N 4 V 2 C 3
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  2. 2024-07-15 initial thesis

    2024 07 Starboard_Value_LP_Letter_to_MTCH_07.16.2024

    5pp · letter

    Match owns Tinder and Hinge yet trades at <8.5x FCF; fix Tinder, lift margins above 40%, buy back aggressively — or take the company private — to close a ~45% peer discount.