Денис Гордиенко

11 янв 2022 11.01.2022

IPO Justworks (#JW)

Сегодня ФФ предлагает участие в одном размещении. Дедлайн - 20:00 МСК. Я в IPO по прежнему заморозил участие, но давайте разберём её.

Свою стратегию описывал здесь.

11.01 IPO Justworks (#JW) - разрабатывают некую смесь зарплатного проекта и управления персоналом. Туда входят табели, льготы, расчёты налогов и всё-всё что крутится вокруг выплат сотрудникам.

Работают на рынке малого и среднего бизнеса в США, хвастают 8 000 клиентами, которые имеют 140 000 сотрудников.

Мне кажется США и будет главным ограничением компании. Ну либо придётся перестраивать формулы под законодательство прочих стран. Пока я не слышал кому бы это удалось.

Продают $213 млн из $1904 (11,2%), штаб в США, по моей схеме рисков нет.

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