Wildcard: A Look at the Online Dating Market with Tyro Partners

Industry Focus

The Motley Fool

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4.6 • 854 Ratings

🗓️ 22 January 2020

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan McMurtrie (@SuperMugatu) and Alex Draime of Tyro Partners join the show to discuss their recent online dating paper (available here). The conversation runs the gamut of online dating related topics, from how it’s making meeting through friends obsolete, to its role in increasing cosmetics sales, to how much room online dating companies like Match Group have to improve monetization.

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Transcript

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0:00.0	Thanks to health IQ for supporting industry focus.
0:02.6	Health IQ uses science and data to secure lower rates on life insurance.
0:06.7	To see if you qualify, go to health IQ.com slash fool to take the proprietary health IQ quiz
0:11.9	and potentially save up to 41% on premiums. Welcome to Industry Focus, the podcast that dives into a different sector of the stock market each day.
0:26.0	I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidwell. I'm Dylan Lewis.
0:30.0	And today we're talking financials. Today we're talking consumer goods.
0:34.0	Wild Card!
0:35.0	Wednesday.
0:36.0	And we're talking energy.
0:37.0	And today we're talking tech.
0:38.0	Let's dive in.
0:40.0	It's Wild Card Wednesday, and I'm your host Nick Saipel.
0:44.3	For today's episode, we'll be diving into online dating
0:46.7	with our guest Dan McMurtry and Alex Dram of Tyro Partners
0:49.4	who recently authored a paper on their thesis
0:51.2	for the online dating market. We cover everything
0:53.3	from how online dating is affecting how people meet, how people jump between
0:56.3	different online dating apps, and how much runway Match Group has left for
1:00.0	monetization. I hope you'll enjoy our conversation.
1:02.3	Alex Drey. monetization. I hope you'll enjoy our conversation.
1:08.1	Alex Dreym and Dan McMurtry are co-founders at Tyro Partners, a New York City based hedge fund focused on secular trends driving technology, health care, industrial
1:12.2	and consumer markets, and they, industrial and consumer markets.
	...

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