The hottest IPOs Substack posts right now

And their main takeaways
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Top Links 628 Will IPOs recover? Worrying about France. The chances of a new pandemic & atomic spaghetti.

Chartbook • 286 implied HN points • 24 Jan 25
💰 Finance Investing Markets Economics IPOs Pandemics
  1. IPOs have been quiet even though US stocks are doing well. This surprises some people.
  2. There's a concern about France and its current issues. People are paying attention to what could happen next.
  3. Discussions about new pandemics and food safety are becoming important. It's a reminder that we need to stay informed and be cautious.

One more IPO for the road

Alex's Personal Blog • 98 implied HN points • 15 Nov 24
💰 Finance Investing Startups Market Trends IPOs Technology
  1. WeRide and Pony.AI are two self-driving companies going public after some ups and downs in their stock prices. WeRide's stock is doing okay since listing, while Pony.AI is also gearing up for its IPO.
  2. Investors are showing strong interest in these companies because they focus on the growing robotaxi market in China. People want to invest directly in self-driving ventures instead of just betting on big companies like Alphabet.
  3. Both companies have potential for growth and are attracting capital to expand their services. This excitement around self-driving technology might lead to significant developments in the future.

What's going on with ServiceTitan's IPO, earnings updates, and stock market stupidity

Alex's Personal Blog • 32 implied HN points • 04 Dec 24
💰 Finance Investing Stock Market Earnings Reports IPOs Economic Trends
  1. ServiceTitan is planning to go public, but it has some tough financial hurdles to overcome. The company needs to set a higher share price than what it is aiming for to avoid losing money during the process.
  2. Several companies, like Box and Salesforce, have recently reported positive earnings, showing they are performing better than expected. This positive news suggests some strength in the tech market.
  3. A recent coup attempt in South Korea ended quickly when lawmakers voted against martial law. It highlights the resilience of democratic processes in the country, even in dire situations.
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The edge in trading IPOs: 18% annual return

Quant Trading Rules • 2 HN points • 08 Jun 24
💰 Finance Trading Investing IPOs Strategy
  1. Marsten Parker's IPO trading strategy focuses on frequently buying and selling IPOs shortly after they go public, with clear rules for entry and exit.
  2. Buying IPOs at all-time highs showed a significant edge over buying non-IPO stocks at all-time highs, with IPOs performing better after 20 days.
  3. Tweaking profit targets and stop-loss orders in IPO trading strategies can significantly impact annual returns, demonstrating the importance of optimizing these parameters for better performance.

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

August 2021 Tech Buzz China Newsletter

Tech Buzz China Insider • 0 implied HN points • 09 Dec 21
🕹 Technology Podcasts Investing IPOs
  1. Tech Buzz China is engaging in livecasts with investors and operators in China tech to share insights and network openly.
  2. The newsletter covers various topics like tech growth tactics, investments in consumer internet, and the relationship between government policies and business opportunities.
  3. A paid community, Tech Buzz China Insider, offers in-depth analyses on China tech for investors and operators.

7/8 TBC Insider Digest

Tech Buzz China Insider • 0 implied HN points • 08 Jul 21
💼 Business Tech Regulations Investments IPOs
  1. The recent investigation of Didi by the Cyberspace Administration of China has significant implications for data security and cross-border securities enforcement. Companies listing overseas will likely face stricter data security requirements.
  2. Following the Didi incident, China has announced a strict crackdown on illegal activities in securities, emphasizing the seriousness of maintaining law and order in the securities sector.
  3. Alibaba's reorganization and involvement in the Suning bailout show strategic moves in response to market dynamics, indicating a shift in focus towards rural China and potential implications on investment strategies.

Facebook: Playing the "IPO pop" game?

Musings on Markets • 0 implied HN points • 23 Feb 12
💰 Finance Investing IPOs Stock Market Valuation Risk management
  1. Getting shares at the IPO price is tricky. Even if you bid, you might not get all the shares you want, which can lead to investing too much in overpriced stocks.
  2. Just because a stock usually pops on offering day doesn't mean it will this time. Bigger IPOs like Facebook might not have the same initial price jump as smaller ones.
  3. Timing your exit is crucial. Many IPOs don't perform well long-term, so it's often better to sell quickly after the offering if you want to make a profit.

"Bangsun Tech" STAR Market IPO Application Accepted

CyberSecurityMew • 0 implied HN points • 20 Jun 23
💼 Business Technology Finance IPOs Risk management
  1. Bangsun Tech's IPO application was accepted by the Sci-Tech innovation board on June 19, 2023.
  2. The company specializes in big data infrastructure software development and application solutions, particularly in smart finance and cybersecurity.
  3. 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.

The Twitter IPO: Thoughts on the IPO End Game

Musings on Markets • 0 implied HN points • 28 Oct 13
💰 Finance Investing Market Trends IPOs Valuation Stock Analysis
  1. Twitter's IPO pricing was set lower than expected, which could lead to a quick spike in stock price after the offering. This happens often in IPOs and can create excitement in the market.
  2. The IPO process usually involves underpricing to ensure that shares sell well, which means existing owners may miss out on potential profits. But they often accept this for a better long-term exit.
  3. Investors have different strategies for dealing with IPOs, like trying to buy shares at the offering price or waiting for stock price movements. Each approach carries its own risk and reward.