$FVRR

2 theses
bullish 50%neutral 0%bearish 50%
Avg return (3d)
+0.3%
Win rate (3d)
0% (2 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 2, 4:45 PM ET
$FVRRr/ValueInvestingDiscussionbearish
u/Far-East-locker · 84d ago7 prior · 0% at 3mo

AI might not kill SaaS it is killing Freelancer & Digital Content platform

Fiverr operates in a marketplace threatened by AI automation of low-cost, transactional gigs. While higher-skill freelancers may have some chance to adapt, the structural shift toward AI-generated content and automation will continue eroding the platform's value proposition and growth.

At post $8.75Now $8.65-1.1% since postedas of Nov 2, 4:45 PM ET
1d-1.0%
3d+3.0%
1w+1.4%
1m+2.1%
3m—
6m—
1y—
original post →
$FVRRr/ValueInvestingStock Analysisbullish
u/12T456 · 441d agono track record yet
“just swung on it”

I Found Another Home Run Stock

Fiverr is a depressed growth stock trading at an attractive forward PE of 8 despite 15% annual growth and 80%+ gross margins. The market is irrationally pricing in AI disruption, but the CEO sees AI accelerating growth; combined with a strong balance sheet, active buybacks, and a fall from $300 to $20, this presents a compelling recovery opportunity.

At post $23.62Now $8.65-63.4% since postedas of Nov 2, 4:45 PM ET
1d-2.8%
3d-2.5%
1w-0.7%
1m+3.1%
3m-7.7%
6m-39.3%
1y-62.4%
original post →

End of results.