Can Figma Be a Multi-Bagger After Its 80% Decline?

Описание: Shawn and Daniel break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe, or whether it will be disrupted by AI design tools.

What you’ll learn here:
00:00:00 - Intro
00:08:31 - Why the design process used to be so messy and disjointed before Figma came along
00:10:38 - How Figma was born out of a partnership at Brown University
00:28:31 - How Figma is turning from a single-hit product into a more diversified platform
00:36:29 - What Figma is doing to redefine the future of AI in collaborative design
00:51:45 - What to make of Figma’s young CEO, Dylan Field
00:54:11 - Why Figma crashed after its IPO
00:55:56 - How IPO-related stock-based-comp accounting distorted Figma’s 2024 & 2025 financials
01:03:39 - Whether Shawn and Daniel add FIG to their Intrinsic Value Portfolio

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