Sample Articles

Please enjoy these FREE samples and tidbits. We hope you find them helpful as you begin your journey into the world of IPO investments.

Free Articles

Is it too late to squeeze Lemonade?

Demand for the Lemonade (LMND) IPO has been very strong. The company increased the price range from $23-26 to $26-28 but experienced IPO investors know they will be leaving money on the table and the shares are likely to open up sharply higher from the IPO price. Lemonade also fits into a broad theme of…
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Cloudflare comes for Cisco, Amazon, Google, Microsoft

At first we though of Cloudflare (NET) as an internet performance-management platform. But the company is more focused on security than pure performance. If you didn’t read our note on Fastly (FSLY) you probably should do that: Fastly Joins the New Enterprise SaaS Group.  Their value proposition is that they provide greater security, performance and…
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They Highly Caffeinated Luckin Coffee

Luckin Coffee (NASDAQ: LK) aims to be “the number 1 coffee company in China” and their staggering growth suggests they will get there. But will it be a pyrrhic victory? Some Positive Points Rapid Expansion: The pace of expansion at Luckin is hard to compare to what you might find outside of China. For instance…
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The Persistence of Pinterest

Our online world has some stalwarts - like Amazon, Google, Twitter, Facebook, LinkedIn. As Pinterest (PINS) debuts in the public markets, we wanted to take a look at what Pinterest really is and what it might become. As a user, I appreciate the visual discovery power of Pinterest. As a hobby, I build furniture and…
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Lyft Looks Like a Hot Mess

There’s been plenty written about the Lyft IPO (NASDAQ: LYFT) scheduled to price Thursday after the close and open for trading on Friday. Most of the commentary has been about whether or not the Lyft has the ability to make money and if so, what the margins might be. We did include a valuation section…
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The Astonishing Avalara

After filing for an IPO with a $19 to $21 range, Avalara ($AVLR) increased the range to $21 to $23 and then priced above-the-range last night at $24. It's not surprising because the story behind this enterprise cloud software company is a great one. It's "astonishing" because it comes in an area that's typically a…
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Trivago Feels Scammy

We like to take a look back at an IPO like Trivago (TRVG) six months after pricing and they have a quarter or two under their belt as a public company. This is also the time that IPO share lockups come off and investors evaluate their positions. Trivago (TRVG) came public late in 2016 and…
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Carvana wants to change how we buy used cars

The used car market is huge – around $700B (yes $B) and super fragmented. The top 100 players only control 7% of the market. It’s mainly structural – used cars have been sold more on a regional basis than nationally. Carvana (NASDAQ: CRVN) is offering an online direct-to-consumer model with they own inventory and a…
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The Goose Takes Wing

This week we have the IPO of Canada Goose (NYSE:GOOS). If you live in NYC or Boston you can’t help but notice that everyone seems to be wearing these parkas. How does a company that’s been around since 1957 suddenly make such an impression? Here are a few facts to know about the company and…
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Time to buy Twilio

[UPDATE: May 4, 2017] So Twilio is losing a chunk of business from Uber, their largest single customer. It’s a blow and it will impact the next few quarters. The shares took a big hit which is to be expected. At this point however the investment thesis remains intact and the company continues to add new…
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