Candygram
IPO Candygram 2.3.2020
Last week made it feel like we’re really back from the break. Several IPO deals were priced and traded well in the aftermarket. We liked the One Medical (ONEM) deal enough to buy some on opening day at $18/share where it was still a good investment based on our analysis. This week we have seven…
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The IPO Candygram – January 2020 – Velocity Financial
Four deals priced last week to start the new year. Three priced at the bottom or below the range and the one that priced in the middle, IMAB, dropped 10% immediately in after market trading. So despite record highs the IPO market was lukewarm last week. These deals were all fairly mediocre as well so…
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Launching Model Portfolios
Today we are rolling out the first of our Model Portfolios. If you want to jump right to the page on the website with all the details go here: Named Candy. Here is some more info: 1. The first portfolio, Named Candy, is what you might think of as “core” names. They are leaders in the IPO…
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IPO Market Update
If you are an active investor you have experienced the volatility in the markets over the past few months. In general, market effects are magnified in the IPO market for a number of reasons including smaller market capitalizations and less investor awareness of newly public companies. Our service is not aimed at “macro” elements and…
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The Information Future of Finance Event
As promised we are cranking up our “Token Candy” – coverage of crypto currencies in general and the “ICO” phenomenon. Mainly because of the potential for real disruption in traditional equity capital markets and a new way for companies to access capital. The Event I attended a small event in NYC last night hosted by…
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What’s ahead in 2017
The pendulum of funding fashion appears to be swinging back from very large and expensive late-stage private rounds back to public markets. We witnessed the start of this trend in the second half of 2016 when investors marked down the values of some of their private company investments. If it proves right, we will be…
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2016 IPO market YTD
We wanted to take a moment to examine the performance of the IPO market so far this year and highlight some interesting trends with graphs and pictures. So far July looks like it will be a pretty good month so the positive momentum for the year is set to continue. Here are some of the…
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Introducing Broken Candy for IPO Investors
We are very happy to be launching our new “Broken Candy” service to the market. It’s been a long-running request from many of our members and associates. With close to 1000 companies now in our database there is more than enough to work with in terms of finding some fallen angels that are worthy of further attention. Exploiting…
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First 2016 IPO Candy Folio Updates
As we start 2016 it’s a good time to review and update all our positions in the folio. We’re eliminating quite a few and adding some new names. Generally we are hanging on to many of our best performers. First some new additions: Pure Storage (PSTG) is gaining share rapidly in the enterprise storage market….
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Updating the IPO Candy Folio
It’s been a volatile August and the world continues to change, sometimes it feels like it’s doing so at a faster pace! That means it’s a good time to update the IPO Candy Folio which to remind you is long only so we are limited in terms of how defensive we can be there. (We’re…
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