Notes

What if Benjamin Graham and Cathie Wood had a baby?

TPG is kind of a “growth PE firm” which looks fairly priced at the current range. We’ll see where it trades.

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IPO Candy Rundown – Samsara to Santa

We close out the year with a handful of IPOs led by IoT application technology vendor Samsara $IOT

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IPO Candy Rundown – A Shaky December

A few deals try and navigate the market in the last week or two before the holiday break. NU, IOT, HCP lead.

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IPO Candy Rundown – Thankful for a pause

It’s a quiet holiday week and pricings last week went mostly as expected with UserTesting (USER) being the one exception.

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assorted fruit shake with fresh fruits on clear glasses

IPO Candy Rundown – SweetGreen, Braze and UserTesting

The lead deals this week are SweetGreen, Braze and UserTesting. We take a COCO victory lap!

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IPO Candy Rundown – Expensify & Rivian

Rivan has certainly timed it right for their IPO. The EV sector is on fire. SMB SaaS player Expensify is seeing strong demand as well.

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IPO Candy Rundown – 11.2.2021

NerdWallet is more of a financial content company than FinTech. Allbirds is another “do good” consumer name and Arhaus furnishes the “very affluent” home.

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Model Portfolio Update October 2021

We’re removing a number of names from the portfolio either because they have “graduated” or don’t align well with our research interests next year.

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IPO Candy Rundown – 10.25.2021

Another busy week in IPO Land. Avoid RENT and UDMY and focus on the rest. I like FLNC.

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Vita Coco FTW

This small company has executed well and looks like a winner to consider post-IPO this week. Good markets, and a strong team are positives.

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