The best source of
IPO information, analysis and insights

The Latest Posts

Making sense of Duolingo (DUOL)

I've got a soft spot for this company. It's great software and the management team is rooted in my alma mater, Carnegie Mellon. We were ...
Read More

June Portfolio Update #3 of 4

With this update we add three mini-themes: cannabis, crypto, and sports betting to the mix along with the stocks we are using to play those ...
Read More

June Model Portfolio Update #2 of 4

After cleaning up the whole portfolio in part #1 it's time to start adding some themes and stocks. TLDR; The time for "XR" is now ...
Read More

The Information You Need, When You Need It

Our slide decks and transcripts are invaluable during the marketing phase of an IPO. Then our ongoing analysis takes over to help investors make post-IPO decisions.

Easy Access to Info on Upcoming IPOs

Information on upcoming IPO transactions is scattered and difficult to keep up with. Our team collects it and makes it easy for you to access it with a few clicks. Every Monday we publish our IPO Cheat Sheet and annual subscribers can visit the downloads page to get the slideshows. 

Sweet Expertise

We’ve been doing this for over 20 years and are eager to share our knowledge to help everyone be successful.

Members will have access to write-ups, presentations, and videos that discuss topics ranging from the IPO process, to parsing an SEC filing, to understanding our “present future value” model.

We will also host webinars and provide “office hours” both virtually and physically from time to time.

Members Only

Model Portfolios

We sift through our IPO database of over 1000 companies to find the best of the best and build model portfolios to allow our clients to focus on the most promising companies. 

Our flagship “Named Candy” portfolio is already active and doing well.

Learn More

First Time User's Guide

Rapid overview of the content and service features of the new site. Learn how to quickly access content and tailor your communication preferences to get the most out of your subscription.


Get the free newsletter:

Sign Up!

Get pure IPO Goodness - no ads, no fluff, no SPAM.

Powered by ConvertKit