The hottest IPOs Substack posts right now

And their main takeaways

Category

Top Business Topics

Price to Innovation

A Havenstein Moment. • 805 implied HN points • 25 Jan 24

💰 Finance Economy Investing Real Estate Markets IPOs

Inflation may be higher than reported due to including essential purchases like housing and food.
Reddit's IPO plans indicate we are still in a historic bubble.
Housing market is showing signs of being in a speculative mania in many areas.

Tech Stock Tear Not Helping IPOs...Juicy Financial Leaks...General Catalyst in the VC Directory

Newcomer • 255 implied HN points • 26 Jan 24

💼 Business IPOs Tech startups Venture Capital Financial Markets Investing

The traditional link between public markets and IPO sentiment is weakening.
Successful tech startups have alternative options to going public, like selling to private equity buyers.
Uncertainty, like the U.S. presidential election in 2024, could affect the IPO market.

☁ God Bless Klaviyo

Hard Mode by Breaking SaaS • 235 implied HN points • 01 Sep 23

💼 Business SaaS IPOs Metrics Pricing Efficiency

Klaviyo's efficiency is part of their success with a high CAC Payback and low burn rate.
Klaviyo's strong NRR of 119% is driven by price increases, customer contact growth, and new product launches.
Klaviyo, as a purpose-built SaaS platform, combines data analytics and marketing to offer a unique solution.

The Book of 2024: Consolidation, death and resurgence

Brick by Brick • 27 implied HN points • 25 Dec 23

💼 Business Startups Mergers & Acquisitions Market Trends IPOs Entrepreneurship

2024 will see consolidation in sectors like cybersecurity and data, leading to M&A activity.
Expect more startup failures, especially in late-stage companies with unsustainable models.
Despite challenges, 2024 will bring a resurgence with potential IPOs and stronger startups emerging.

Lessons learned from a hot month for IPO's

Entry Level Investing • 33 implied HN points • 21 Sep 23

💼 Business IPOs Valuation Market Trends

The IPO market is active - many private companies may soon go public.
Public markets give premium valuations, but future performance matters for long-term multiples.
Investors value AI companies highly, but companies need to grow into their multiples.

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Clouded Judgement 7.14.23 - Metrics Required to IPO (IPO Window Opening?)

Clouded Judgement • 32 implied HN points • 14 Jul 23

💰 Finance IPOs Inflation Software companies Market Trends

Inflation is cooling down, which could lead to potential rate cuts by the Fed.
There has been a severe drought in software IPOs, with the last one recorded 18 months ago.
The key metrics for software IPOs include median LTM revenue, revenue growth, and FCF margins.

Cybersecurity IPOs

The Security Industry • 5 implied HN points • 05 Dec 23

🕹 Technology Cybersecurity IPOs Data Protection

There is speculation that the two-year drought in cybersecurity IPOs may end in 2024.
Some cybersecurity vendors are growing but are being taken private instead of staying public.
Companies with over 1,000 employees and strong growth rates might be ready for IPOs in the cybersecurity sector.

SPACs a.k.a "Vegas Wedding Chapel of liquidity events"

Turnaround • 59 implied HN points • 25 Jan 21

💼 Business Investing Startups Venture Capital Private Equity IPOs

Startups are increasingly staying private longer due to the availability of private money and growth of Venture Capital and Private Equity.
SPACs, or Special Purpose Acquisition Companies, offer more certainty and speed for companies going public compared to traditional IPOs.
SPACs may be seen as more expensive than IPOs due to higher fees, but have evolved and come under greater scrutiny by the SEC.

"Bangsun Tech" STAR Market IPO Application Accepted

CyberSecurityMew • 0 implied HN points • 20 Jun 23

💼 Business Technology Finance IPOs Risk management

Bangsun Tech's IPO application was accepted by the Sci-Tech innovation board on June 19, 2023.
The company specializes in big data infrastructure software development and application solutions, particularly in smart finance and cybersecurity.
Bangsun Tech plans to focus on expanding its products in intelligent risk control, anti-fraud, and anti-money laundering fields, as well as diversifying into areas like cybersecurity and transportation.