Company Overview - Figma, Inc. had its IPO on July 31, 2025, with an initial stock price of $33, which increased to $115.50 by the close, representing a +250% gain [1] Investment Strategy - Invictus Origin, founded by Oliver Rodzianko in May 2025, aims to deliver high annual returns through innovative portfolio strategies, particularly the High-Alpha Black Swan Portfolio [1] - The Invictus Hydra Portfolio maintains approximately 20% in dynamic cash reserves, allowing for strategic value investing during market disruptions [1] Leadership and Expertise - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, specializing in public equities and emphasizing fundamental valuation and long-term market cycles [1] - The investment process of Invictus Origin integrates U.S. market specialization with international market awareness, enhancing its investment strategies [1] Reputation and Content Delivery - Oliver Rodzianko has established a strong reputation through contributions to platforms like Seeking Alpha, TipRanks, and GuruFocus, providing actionable insights to sophisticated investors [1] - As CEO, Oliver leverages his expertise to create a firm characterized by resilience and disciplined capital stewardship, supported by a family office structure for capital preservation [1]
Figma IPO: Hold Your Horses, This Valuation Is Too High