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u/mrmrmrj 5.0 1 idea

Reddit r/ValueInvesting
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0 winning  /  1 losing  ·  1 positions (30d)
Net: -33.0%
By sector
Stock
1 ideas -33.0%
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FIG 1 ideas
0% W -33.0%
Best and worst calls
Sequoia Capital filed a Form 4 showing an open-market purchase of 8 million shares of FIG, bringing their total to 34 million. It is extremely rare for a venture capital firm to buy shares in the open market post-IPO, indicating massive insider conviction in the company's future valuation. Following the "smart money" of a board-represented insider provides a strong bullish signal to buy the stock. Sequoia's purchase could be driven by strategic board control motives rather than pure valuation; general software sector volatility.
FIG HIGH Mar 11, 13:54
Key Points
['Sequoia bought 8M shares in the open market.', 'VC open-market buying post-IPO is highly unusual.', 'Sequoia has board representation (insider status).', 'Author bought 10,000 shares on this signal.']
March 11, 2026 at 13:54
u/mrmrmrj
Reddit r/ValueInvesting
u/mrmrmrj (Reddit r/ValueInvesting) | 1 trade ideas tracked | FIG | Reddit | Buzzberg