BMBL
💰 Bumble generates significant free cash flow (FCF), estimated around $114 million, representing a strong yield close to 10% of its Enterprise Value (EV).
📈 Despite potentially perceived poor performance, the company is expected to deliver a positive surprise in its upcoming quarterly results.
🎯 Due to its undervaluation and cash generation, Bumble is considered a potential acquisition target, suggesting M&A as a likely future outcome over continued independent operation.
@bernardodegarcia:
“We started entering Bumble… Bumble too. I think this company is going to give a major surprise in the quarterly results, okay? Because no matter how badly this company does, in the end, we’re always talking about the same thing. That is, what capacity do you have to keep falling and what capacity do you have to rise, and by how much? This company, no matter how badly it does and how badly it did, generates a free cash flow of $114 million dollars, okay? It’s generating a cash flow close to 10% of its EV. It’s a matter of time, between share buybacks and other things, for this company to end up either rising or someone ends up acquiring it. I think, I think the second thing will happen. What happens is I’m not quite clear who. I prefer Google.”
Watch the exact part of the video where @bernardodegarcia talks about Bumble Inc. here:
Watch the video on YouTube
Read more articles analyzing Bumble Inc. (BMBL) at the provided link. BMBL stock.
