DickinBaus Capital

dickinbaus

[DickinBaus Capital @DickinBausCap]

@parsimony16 yep, shoot me a dm. i have a small survey (n=59) among college kids

[DickinBaus Capital @DickinBausCap]

why shouldn't every self-respecting (and prospective) payer on $bmbl accrue to Hinge over next 4-5 years? is there genuinely anything it does better? $mtch

[DickinBaus Capital @DickinBausCap]

@parsimony16 what age group and location?

i was being facetious but among 18-24 yr olds in bos bumble is kind of a ghost town. i suspect it fares slightly better among older cohorts which remains the monetizable market as of now but expect that to change as current college students mature

[DickinBaus Capital @DickinBausCap]

@GoyalVyaan @AndrewRangeley @HiddenGemsInves i see you

[DickinBaus Capital @DickinBausCap]

@newbot94050078 @northeasternsvf could i dm pls, looks like your dm’s might be closed to non-following

[DickinBaus Capital @DickinBausCap]

@PythiaR How u thinking about ramp in revenue over next 24-36 months? I like the company but 10x sales hard to swallow when it seems like amt-130 is the only commercial oppty over next ~3 yrs. W/ current valuation its hard to imagine clinical partners materially move the needle imo