The creator briefly compares the Bumble situation to a past opportunity with Rivian when it was trading under $13 before the R2 release.
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Is $BMBL a Buy After Acquisition Rumors?
The creator discusses acquisition rumors surrounding Bumble (BMBL), noting a 15% stock jump followed by a return to previous levels. They see this as a potential opportunity to increase their existing position due to a strong risk/reward profile, with significant upside if an acquisition occurs and limited downside if it doesn't. Another analyst provides a valuation range for Bumble, suggesting it's undervalued and could be acquired for $7-8 per share, but also notes potential downside if the board's search for an acquirer signals a lack of confidence in their new product.
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The creator is holding Bumble (BMBL) and sees acquisition rumors as a potential opportunity to increase their position, viewing the risk/reward as strong.
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