TickerTickle's Discussions - Simply Wall St

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TickerTickle

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you need patience my friend

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FIG·3 months agoFigma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform

Figma is still deeply embedded as the default design system in big companies, and the ecosystem (Buzz, Slides, Sites, Make) is clearly the strategic play rather than a one‑off product bet. None of those qualitative assumptions have really broken yet, the bigger change has been sentiment toward growth/AI software in general, not Figma’s product reality.

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NVDA·8 months agoSoftware and Hardware Giant, a King of High Switching Costs: The Story of NVIDIA

I do wonder if your valuation really factors in how fast rivals with their own chips could eat into NVIDIA’s edge.

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GRAB·8 months agoGRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom

Great write up! Curious how regulatory and privacy/trust hurdles might shape Grab’s fintech path.

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FIG·9 months agoFigma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform

Yeah, I like the company as well, but the current price feels a bit stretched. For valuation, I used Adobe as a reference point since it’s a well-established player in the space.

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ABNB·9 months agoAirbnb (ABNB): Still one of the most interesting bets in travel

Yeah agreed. Airbnb basically is the category now, with brand strength and pricing power fueling growth.

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ABNB·9 months agoAirbnb (ABNB): Still one of the most interesting bets in travel

I get what you mean, quality has definitely slipped in some places. Do you think it’s more because of property managers taking over, or Airbnb not controlling pricing and rules well enough?

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ABNB·9 months agoAirbnb (ABNB): Still one of the most interesting bets in travel

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ABNB·9 months agoAirbnb (ABNB): Still one of the most interesting bets in travel

What made you step away from Airbnb? Found another platform that does it better?

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