The shares of the video platform Vimeo have been in my portfolio since the IPO through a spin-off in May 2021. If you are not yet familiar with this SaaS company, you can read about it in the here. With my initially small position from the spin-off from IAC Holding, I first experienced the terrible crash of +90% and then, since 2023, built up a now sizeable position at bargain prices.
Following the Q2 2025 figures, I have now added to my position at prices around USD 4, further overweighting Vimeo shares. This article explains the reasons behind my confidence.
