IPO Season: Why Patience Is The Name of the Game
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摘要
The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where there’s opportunities to invest in businesses without speculating.
Travis Hoium, Lou Whiteman, and Jason Moser discuss:
- Today’s market crash
- IPO season
- Autonomy is here
- Who is making irresponsible predictions?
- Stocks on our radar
Companies discussed: SpaceX, Uber (UBER), Quantinuum (QNT), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Tesla (TSLA), WeRide (WRD), Shopify (SHOP), Merlin (MRLN).
Host: Travis Hoium
Guests: Lou Whiteman, Jason Moser
Engineer: Dan Boyd
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