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@ThorionPartners "Why the $FIG Figma IPO is good for $ADBE. X. Management is dumping CEO Dylan Field is offering up to 2.35m shares and board member Mamoon Hamid is offering 2.76m shares. Primary offerings help generate cash to fund future growth not secondaries which benefit only the seller"
@ThorionPartners on X 2025-07-23 19:55:00 UTC XXX followers, XXX engagements

"3. Valuation: Based on the S-1 IPO pricing at $25-$28 per share = FD market cap of $15B-$16B vs. $ADBE's previous offer of $20B"
@ThorionPartners on X 2025-07-23 19:55:01 UTC XXX followers, XXX engagements

"4. Growth: At $821M Revenue (LTM) at XX% growth YOY and XX% of Fortune XXX companies using Figma how much more room is left before they have to go far downstream At XX% gross margin they are priced to perfection"
@ThorionPartners on X 2025-07-23 19:55:01 UTC XXX followers, XXX engagements

"2. Churn: NDR is a proxy for how sticky the product is. While XXX% is impressive NDR has declined significantly from a year ago so where else is the share of wallet going to It's a $5/mo product why would NDR be declining now"
@ThorionPartners on X 2025-07-23 19:55:01 UTC XXX followers, XX engagements