Life360, Inc.

ASX:360

Life360, Inc.

ASX:360
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$32.35 (-1.3%)
Last close price
#266
Rank
6
Held by
25
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Reports (4) My Report Forum Investors
Forum Topics 360 360 SOHN London - 360 Short

Pinned straw:
Mujo
Added 2 months ago

Interesting they picked this Australian Small Cap fundie favorite as the key pick.

5 long and short stock calls from Sohn London - Chris Conway | Livewire

LIFE360 (ASX: 360 / NASDAQ: LIF) — Short Call by Priya Kodeeswaran (Katamaran Capital)

Life360 1-year price chart (Source: Google Finance)

Katamaran Capital’s Priya Kodeeswaran argued that Life360 “monetises parental anxiety” but faces rising competition from free location-tracking services embedded in Apple and Google ecosystems.

He highlighted the company’s heavy reliance on U.S. paid subscribers and low conversion rates abroad, forecasting up to 40% share-price downside.
Jarrahman
Added a month ago

I went back over my notes I took when I attended a seminar 29th July 2025 with the Ophir team and their thesis.

They were really thinking that world-ex-US locations are not as mature as the US and therefore not as progressed down the S-curve and that runway is undervalued and not fully appreciated by the market. The international experience was following the same adoption pattern, however, at the very early stages of penetration.

They noted that global MAU ex-US was growing at 35%, whilst the US was growing at 25%

5 months on, I'd be interested in seeing those stats.

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