
Allen B. Lee
19 posts


@ZX87787107 I am buying more, and more. Your short is my fuel. Show me your short position
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$FIGR
Q1 THOUGHTS
added 80 new partners, now to 387. up 26% QoQ. 7th largest lender + flagstar who is their largest bank originator now.
year of first lien now 20% up from 19% last Q
3 third party originators onboarded to demo prime expecting many more. dscr and smb. bringing multiple asset classes onto demo prime.
remember the company makes very high margin dollars from the demo prime spread. so more money inflow is basically straight margin.
here's favorite quote from the call "we see a medium-term world where democratized prime balances are measured in the tens to hundreds of billions."
first ever guidance issued. let me spell it out for you guys again.
q2 guide is 3.8-4.1B in CLMV.
q1 was 2.9B CLMV
so that q2 guide is pretty conservative considering they just did 1.3B in april and there should be some sequential ramp. but anyways we will use the mid point at 3.95B in Q2.
3.95/2.9 = 1.36
if q1 revenue was 167m
then q2 revenue would be ~227m
meanwhile q2 analyst estimates are at 205m right now.
this is pretty conservative is the crazy part
the company has reached their inflection point. demo prime and figure connect growing will only make the marketplace more robust and attractive for even more partners.
great quarter. stock price will always catch up to fundamentals even if it may take some time.
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@mcagney @aayushtrades 1. I will buy more shares
2. Move all my shares to FIGS-YLDS
3. Hold all my shares, and wait for 5-8 years.
4. I will definitely buy a house in Summerlin, close to the greatest person who makes me rich. That’s also the place my daughter was born.
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@mcagney @lei2924 @Figure @provenancefdn I am small shareholder of FIRG, only worth $20K, but I believe in RWA, believe in FIRG, I am 39 years old now, can I retire with a comfortable life by holding $20K worth shares of FIRG? Counting on you, Mr. Mike
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So this dropped today. I've been so behind I'm just getting time to post it.
@Figure public equity. Native on @provenancefdn. DeFi access. Hopefully the major crypto wallets lean in to offer access to the marketplace. The world is changing - fast.
figure.com/newsroom/annou…
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@mcagney Believe me, Summerlin is the best in Las Vegas. So beautiful there, redrock canyon and mount Charleston are close…
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@anthonynoto As a SOFI investor, I never sold even one share. I have my own business, but invest in SOFI is better than my own..
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@SpeakerPelosi You are so old, go back home, and read a book for your grandson before he gets sleep.
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It was a fabulous show in San Francisco! The most fun I’ve had in a long time.
Pop Crave@PopCrave
Nancy Pelosi attends Lady Gaga’s MAYHEM Ball with floor tickets.
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@EndicottInvests Hims will touch 100 in 100 days, then back to 60 in 3 days….
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雅江水电:十问习近平
1,选址在地理板块冲击区,地震频发,1950年发生过八级地震,施工难度和维护难度都极高,经过足够的考察论证吗?
2,如此重大的投资项目,而且严重危害地理生态,经过人大讨论和投票表决吗?
3,项目距印度仅有30-50公里,一旦发生事故,将会给印度造成极大的人道和经济灾难,考虑到这个问题吗?
4,项目周围数百公里都是复杂的地理环境,施工难度极大,且扩大生态破坏面积,考虑过可行性和保护方案吗?
5,水电综合效益已经被证明得不偿失,欧美发达国家早就不再发展,反而逐步拆除水电大坝,在如此高危区域建如此之大的水电项目,不是与发达国家经验背道而驰吗?
6,中国核电和火点产业技术都非常成熟,且幅员广大易于实施,为何再建如此危险的水电项目呢?
7,鉴于此议长期受到印度反对,如今强行实施,是准备与印度打仗吗?
8,如今世界正在发生AI科技革命,工业生产效能有望大幅提高,用电量会大幅消减,斥资1.2万亿建这个项目,会不会建成之日就是废弃之时?
9,当今中国社会矛盾重重,无时无地不在发生反社会冲击事件,如此庞大而复杂的项目容不得丝毫懈怠,怎样保证不发生人为事故?
10,目前中国经济陷入严重萎缩,几乎所有省市财政都入不敷出,冒然推动如此庞大的项目,一定造成财政紧张甚至金融危机,对此有足够考虑吗?

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@SpeakerPelosi 那时候的西藏还是农奴社会,自由和宗教无法改变社会的贫穷和落后,在中国政府的正确治理之下,才有现在西藏的安定和进步
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66 years ago, thousands of Tibetans bravely risked their lives in the struggle for religious, linguistic and cultural freedom.
A young Dalai Lama was forced into exile and became a lasting symbol of Tibet’s resilience.
Today, we reaffirm our commitment to supporting Tibet’s fight for freedom and autonomy. Tashi delek!

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@KMohsinHan He is absolutely a terrorist, he died as he deserved, well done Israel, to save the people in Gaza!
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He didn’t fear tanks.
He didn’t fear missiles.
He didn’t fear drones.
He didn’t fear invaders.
He only feared God.
💔🇵🇸
#Netanyahu

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@elonmusk @robreiner what happened?tell us some good news about robotaxi
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Wow, America really is the land of opportunity!
The Rabbit Hole@TheRabbitHole
Some of the most successful people in the United States are from minority groups
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