Schwab NetworkPublished 2026-09-24
“Gibbs: Small Caps Pay Big Price in Rate Hike, "Don't Underestimate" META Muse”
$MATCHBullish
MATCH is undervalued with ~9% upside potential; supported by strong relative performance post-rate-hike, subscription cash flow, and low leverage.
One of my favorites is Match, the online dating app. Love is, after all, a kind of secular story. People are always looking for it, and it is a subscription model, so it is a nice cash cow.
The price continues to rise. Since the interest rate hike, the price is still about 6% higher. So it is performing well, and it is not a company with a high debt burden or high leverage.