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IPO Research

April 22, 20190Comments

Uber’s IPO Valuation Makes No Sense

In almost every respect, Uber looks even more dangerous than Lyft (LYFT), which is already down from its overvalued IPO price.
by Sam McBride
April 16, 20190Comments

Pre-IPO Coverage: Pinterest (PINS)

This report aims to help investors sort through Pinterest’s financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
March 27, 20190Comments

The Fundamentals Don’t Matter for This IPO

Despite all the red flags, the rise of passive investing forces too many institutions to unconditionally buy a big IPO like Lyft.
by Sam McBride
March 18, 20190Comments

Pre-IPO Coverage: Levi Strauss & Co (LEVI)

This report aims to help investors sort through Levi Strauss’ financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
March 12, 20190Comments

Steer Clear of Lyft’s IPO

Growing losses, low barriers to entry, poor corporate governance, and an unrealistically high valuation should diminish Lyft's IPO hype.
by Sam McBride
October 24, 20180Comments

Pre-IPO Coverage: Yeti Holdings (YETI)

This report aims to help investors sort through Yeti’s financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
October 10, 20180Comments

Pre-IPO Coverage: Livent (LTHM)

This report aims to help investors sort through Livent’s financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
October 2, 20180Comments

Pre-IPO Coverage: Upwork (UPWK)

This report aims to help investors sort through Upwork’s financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
September 25, 20180Comments

Pre-IPO Coverage: SurveyMonkey (SVMK)

This report aims to help investors sort through SurveyMonkey’s financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
September 24, 20180Comments

IPO Coverage: Eventbrite (EB) Lands in the Danger Zone

This report aims to help investors sort through Eventbrite’s financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
September 19, 20180Comments

Pre-IPO Coverage: Elanco Animal Health (ELAN)

This report aims to help investors sort through Elanco’s financial filings to understand the fundamentals and valuation of this IPO.
by Kyle Guske II, Senior Investment Analyst, MBA
July 16, 20180Comments

Pre-IPO Coverage: Tilray, Inc. (TLRY)

This report aims to help investors sort through Tilray’s financial filings to understand the fundamentals and valuation of this IPO.
by Kyle Guske II, Senior Investment Analyst, MBA
June 26, 20180Comments

Pre-IPO Coverage: BJ’s Wholesale Club (BJ)

Is this IPO an opportunity for investors to get back in on a great business, or is it an attempt by the private equity owners to cash out and leave the public holding the bag?
by Sam McBride
June 25, 20180Comments

Danger Zone & Pre-IPO Coverage: Domo, Inc. (DOMO)

Despite the recent price drop, Domo still has highly optimistic growth expectations baked into its stock price. Investors should stay away from this IPO.
by Sam McBride
June 14, 20180Comments

Pre-IPO Coverage: Puxin, Ltd. (NEW)

This report aims to help investors sort through Puxin’s financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
June 14, 20180Comments

Pre-IPO Coverage: Avalara, Inc. (AVLR)

This report aims to help investors sort through Avalara’s financial filings to understand the fundamentals and valuation of this IPO.
by Kyle Guske II, Senior Investment Analyst, MBA
May 23, 20180Comments

Pre-IPO Coverage: GreenSky Inc. (GSKY)

This report aims to help investors sort through GreenSky’s financial filings to understand the fundamentals and valuation of this IPO.
by Kyle Guske II, Senior Investment Analyst, MBA
May 22, 20180Comments

Pre-IPO Coverage: EVO Payments, Inc. (EVOP)

This report aims to help investors sort through EVO Payments’ financial filings to understand the fundamentals and valuation of this IPO.
by Kyle Guske II, Senior Investment Analyst, MBA
May 9, 20180Comments

Pre-IPO Coverage: AXA Equitable Holdings (EQH)

Despite its size, EQH has attracted less attention than similarly sized IPO’s. This report aims to help investors sort through the complex financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
April 2, 20181Comments

How Much Should Investors Pay for Spotify?

To help investors sort through the confusion, we present three different proposed valuations for Spotify based on three different scenarios of growth and profitability.
by Sam McBride
« Older Articles Newer Articles »

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