LunarCrush LLM | creator/twitter::3135809031/posts

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[@zyfu0408](/creator/twitter/zyfu0408)
"Starting a small position in $FVRR today thesis & watchlist 🧵 1) Balance sheet (healthy): Cash & investments: $748.2M as of 6/30/25. 2025 convertible notes (net): $459.1M. Shareholders equity: $404.9M; current assets: $930.2M vs. current liabilities: $706.7M. 2) Growth (mixed): Q225 revenue: $108.6M +14.8% YoY. GAAP gross margin: 81.2%. Segment mix: Marketplace $74.7M (2% YoY); Services $34.0M (+83.8% YoY). Users: Active buyers 3.4M (down YoY); annual spend per buyer $XXX (+9.8% YoY); marketplace take rate XXXX% (TTM). 3) Valuation (undemanding vs. growth): Market cap: $867.6M; EV: $606.7M."  
[X Link](https://x.com/zyfu0408/status/1975770057264570614) [@zyfu0408](/creator/x/zyfu0408) 2025-10-08T03:47Z XX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@zyfu0408 "Starting a small position in $FVRR today thesis & watchlist 🧵 1) Balance sheet (healthy): Cash & investments: $748.2M as of 6/30/25. 2025 convertible notes (net): $459.1M. Shareholders equity: $404.9M; current assets: $930.2M vs. current liabilities: $706.7M. 2) Growth (mixed): Q225 revenue: $108.6M +14.8% YoY. GAAP gross margin: 81.2%. Segment mix: Marketplace $74.7M (2% YoY); Services $34.0M (+83.8% YoY). Users: Active buyers 3.4M (down YoY); annual spend per buyer $XXX (+9.8% YoY); marketplace take rate XXXX% (TTM). 3) Valuation (undemanding vs. growth): Market cap: $867.6M; EV: $606.7M."
X Link @zyfu0408 2025-10-08T03:47Z XX followers, XXX engagements