Continued unwind of Bumble after a deep drawdown

Conviction: 55% · Horizon: 3M · 2026-08-12
Remaining Bumble exposure should be reduced as the dating-app recovery fails to appear

Bumble is being sold at 2.65 after a roughly 47 percent loss, with another fifth of the position cut and only a small residual weight left. Weak user growth and monetization leave little case for holding a full recovery bet.

Instrument Side Target Reason
BMBL Short Bumble's dating franchise has already lost nearly half its value and still lacks a visible recovery in users or pricing power, so reducing the position at 2.65 limits further capital impairment.

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