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Bumble’s Multi-Billion Dollar Decline & Crocs Steps Up

October 16, 2026 · 21 min

Show notes

Episode 293: Bumble goes private! ...at a fraction of its original valuation. Today, John and Hanna discuss the deal, what caused Bumble’s decline in value and how it reflects the larger dating app ecosystem.Then we head back to the analyst disco, breaking down why Crocs and Texas Roadhouse both scored analyst upgrades.


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