Dashboard
Portfolios
Watchlist
Community
Discover
Screener
TI
TickerTickle
Community Contributor
Followers
82
Total number of followers
Comments
7
Total number of comments
Member Since
2022
Date joined
Backing the products I actually use
No link added
Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
View narrative
US$65.7
FV
13.5% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
3
users have commented on this narrative
29
users have followed this narrative
28 days ago
author updated this narrative
Airbnb
TI
TickerTickle
Community Contributor
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.
View narrative
US$163.75
FV
22.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
8
users have commented on this narrative
57
users have followed this narrative
about 1 month ago
author updated this narrative