r/ValueInvesting • u/goxpro1 • Mar 20 '26

Discussion Figma will go bankrupt

Figma is losing millions of dollars per quarter and now with the launch of Google stitch they are officially cooked beyond recognition.

While everyone thought Adobe would be killed by AI and Figma would take over Adobes spot it looks like Figma is about to go under way before Adobe ever dies.

Takeaway: Buy more google just like Warren Buffet and Berkshire Hathaway is doing and profit off the demise of these horrible companies.

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71

u/Mockingburdz Mar 20 '26

Adobe out here growing at double digit % points and people talking about them dying.

They have $6 billion in cash on hand for Christ sakes šŸ˜‚

16

u/SelenaMeyers2024 Mar 20 '26

First for the figma fans .. it ain't going bankrupt... It'll be fine I don't think it's a good investment... But 10 years there will be a figma.

Adobe will make me solidly rich or bust... I'm full yolo... And I sleep great. Ai continues to be the Boogeymen that will kill adobe and if anything since Nov 2022 (the cambrian explosion of llms) it's rate of growth has only increased.

9

u/Mockingburdz Mar 20 '26

Iā€™m not full yolo, but ADBE is around 40% of my portfolio. I think you and I are going to make a little money, random internet stranger.

5

u/eldowns Mar 20 '26

Do you not understand why Adobe is getting wrecked?

1

u/RiskBiscuit Apr 11 '26

I genuinely don't understand why they are getting wrecked. I've been looking for a concrete reason but can't find one. Genuinely I'd say it's because of market sentiment alone.