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 - Valuation discussion of Figma 01:05:51 - Whether Shawn and Daniel add FIG to their Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/figma-inc-fig-recovering-from-an-80-post-ipo-decline-w-shawn-omalley-daniel-mahncke/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ ▶️ Related Episodes: - Adobe Stock Analysis: Designing a Creative Empire: https://youtu.be/L48_x-j4kOE - Valuing Constellation Software (CSU): 100-Bagger at Historic Drawdown: https://youtu.be/eqXXM8ZGAD8 - Valuing Meta (META): Undervalued AI Bet?: https://youtu.be/9ZeC-5la6oU Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Figma #StockAnalysis #AIInnovation #TechStocks #ValueInvesting