May. 22 at 6:57 PM
$SSSS don't sleep on WHOOP, longevity is a new subsector that will be lead by two disruptors: OURA (filled S-1 for IPO in Q3) and WHOOP.
Two companies growing high double digit, pretty much doubling year-over-year.
Longevity is gaining traction and this could be one of the hottest themes on the stock market in 2027.
WHOOP is top holding in SuRo's portfolio. Current valuation at 10 billion is already 15x bagger here. I think if OURA comes in hot at IPO (it will), we're probably be talking 15-20B for WHOOP.
Let's say bull case
$20 billion valuation for WHOOP IPO, that would add
$5 to portfolios NAV.
Don't sleep on WHOOP, but they also have OpenAI (Q3 IPO) and ultimate dark horse of IPOs - VAST DATA. 🥳
Be early, don't wait for IPO.
$DXYZ $VCX $RVI $ARKVX
