Canva

What experts have said about Canva

27 statements · 6 positive · 18 negative · 2 mixed · 1 neutral

1. Alec RenehanNegativeSep 23, 2026· Equity Mates Investing Podcast

   Canva’s valuation was cut by roughly $10 billion, or 20%.

   “They cut their valuation by roughly $10 billion, which is a 20% markdown.”

   Listen at 9:52

   Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab Holdings
2. Bryce LeskeNegativeSep 23, 2026· Equity Mates Investing Podcast

   Canva is highly exposed to competitive pressure from AI.

   “Canva for me is one which is like right in AI's crosshairs big time.”

   Listen at 14:43

   Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab Holdings
3. Adam SchwabNegativeAug 31, 2026· The Contrarians with Adam and Adir

   Canva’s private-market valuation could require an 80% write-down.

   “we think it could be like an 80% write-down if you really take it to market.”

   Listen at 1:04:49

   Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn Bet

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

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