Match versus Facebook – 1st May 2018

  • On 1st May 2018, Facebook announced the launching of a dating app
  • Short term: Loss aversion, reversion to mean scenario
    • Market reacted by 24% drop
    • still to be observed – extent of reversion to mean
    • earnings reports happening on 9th May 2018
  • Mid term: impact will be material
    • Facebook has established unassailable position with unfair advantage with its ownership of the social graph

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