Category: IPO
Posted Date:
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Will the Capital Markets Ever Come Back?
All the bankers we know are incredibly busy, but they do not have much to show for it. The capital markets are log-jammed and it is not clear what it will take…
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Our $0.02 on Unity
We wrote about Unity back in 2020 around their IPO. We concluded that the stock look good in the near term, but faced many long-term challenges. All of that seems to have…
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Arm IPO – the $52 Billion Question
Arm now has a roadshow video which provides insight into the company’s growth plan. It also has a new target valuation. At $52 billion that remains challenging, but at least we now…
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Arm IPO 2 – The Search for More Money
Arm is a good company, but the rumored $64 billion valuation for their IPO will likely doom it as a stock/
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Arm IPO – Second Impressions
Arm’s IPO filing – the gift that keeps giving – highlights so far: IPO proceeds go entirely to Softbank; a close look at ARM’s end market TAM by segment, and a valuation…
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The SPAC-tacle of it all
There are a lot of SPAC companies out there now – we have some suggestions for how they can dig themselves out of the whole the market has dug for them.
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The Shrinking of Arm
Arm is cutting jobs in advance of its IPO – we think their reasons for these cuts are likely misplaced, and probably creates more problems for them in the years ahead.
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Global Foundries IPO!!!
Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.
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The SPAC Hangover
The SPAC Hangover – More fun with numbers – how a SPAC creates some very weird incentives to part like it’s 1999.
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SPACs – the Morning After
Serious as a SPAC Attack – In the glow of a SPAC acquisition, companies need to spare a thought for what life will be like as a public company.
