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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 9, 2024 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | 4P0 GR, BMBL, CNM, GLOB, SMCI, WING | - | View | ||
| 2024 Q1 | Apr 15, 2024 | TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy | 5.9% | 5.9% | ASND, BMBL, EME, ESAB, FIVE, FND, FROG, GLBE, IAS, KRYS, MTN, NICE IT, ONTO, SMAR, SWAV, VC, WNS | - | View | ||
| 2022 Q3 | Oct 26, 2022 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | BMBL, DT, EEFT, GSHD, PAYC, TTD, WING, YETI | - | View | ||
| 2024 Q3 | Oct 15, 2024 | Tidefall Capital Management | 13.2% | 21.1% | BMBL | - | View | ||
| 2024 Q2 | Jul 24, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | ALIT, BMBL, DATA LN, DLO, MDLM, MPWR, PGNY, PRO AU, TME | - | View | ||
| 2023 Q1 | Apr 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, AZTA, BMBL, OLPX | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 22, 2026 | Substack | Modern Value Investing | Bumble Inc. | Communication Services | Interactive Media & Services | Neutral | NASDAQ Stock Market | brand recognition, Bumble, competitive pressures, Consumer Preferences, market conditions, monetization, Online Dating, social networking, user engagement, user safety | View Pitch |
| Nov 25, 2025 | Substack | Modern Value Investing | Bumble Inc. | Communication Services | Internet Content & Information | Bull | AI-driven personalization, Bumble, EBITDA margins, market valuation, Online Dating, quality over quantity, Strategic Transformation, user attrition, verified identities, Whitney Wolfe Herd | View Pitch | |
| Oct 15, 2025 | Value Investors Club | ma1ibuman | Bumble Inc. | Communication Services | Interactive Media & Services | Bear | NYSE | AI disruption, behavioral churn, CHGG analog, flawed turnaround, founder return, generative AI, Online Dating, secular decline, social apps, user imbalance | View Pitch |
| Oct 6, 2025 | Value Investors Club | ma1ibuman | Bumble Inc | Communication Services | Interactive Media & Services | — | NASDAQ | online dating, turnaround risk, AI disruption, CHGG comp, OnlyFans, Hinge, Grindr, short thesis | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||