Harry Stebbings(@HarryStebbings):Why the Oura IPO Will Be a Success “Oura is a somewhat understood consumer brand with 74% growth, which obviously probably can’t last forever. It’s the kind of thing people are going to want to buy. They understand it, and this isn’t 18% or 20% growth. There’s competition and downside, and maybe it’s Peloton 2.0, but for the moment, it’s pretty attractive. I think it’ll be a pretty successful IPO, which, at the margin, is good for everybody.” @jasonlk Love to hear your thoughts on this @mrsharma @msuster @AndrewDudum @euriekim

2026.09.11 22:05

Why the Oura IPO Will Be a Success “Oura is a somewhat understood consumer brand with 74% growth, which obviously probably can’t last forever. It’s the kind of thing people are going to want to buy. They understand it, and this isn’t 18% or 20% growth. There’s competition and downside, and maybe it’s Peloton 2.0, but for the moment, it’s pretty attractive. I think it’ll be a pretty successful IPO, which, at the margin, is good for everybody.” @jasonlk Love to hear your thoughts on this @mrsharma @msuster @AndrewDudum @euriekim