Stripe's fair valuation is $10-$12B
A lot of fintech companies are going under and correcting their course while big tech is eating their lunch. I talked to someone from private equity fund who funded Stripe at one of the early rounds. He says Stripe will get down to $10B in market cap and many early investors are looking for an exit. This is the same company that identified Twilio in early days and lost big.
And you are?
Guess it’s time for me to apply to stripe… stock market goes down and suddenly everyone thinks everything deserves a 90% drawdown. You guys are so predictable 😂
Ask them about TikTok/ByteDance.
People forget Coinbase also raised at $100B shortly before IPO
But stripe has sticky profitability no? If they're profitable, multiples may compress from 100x to 30x or smth as long as they're still growing. So probably not a -90% angle. If they're not profitable then gg.
Na they are better than adyen imo, a similar valuation as adyen willl be better.
Damn net revenue only 2.5B Valuation is gonna get killed Might go from 95B to 10B as OP said 10B on the low end but it definitely should be below 50B
This post should be a testament to how good the WLB is at Google if OP has time to make stuff like this up in the middle of the day and post it lol
What is your yoe and tc
Wow and that's from 95B?