IPO market

“We had 14 total during the year, 9.6 billion raised this in Q one, right? Cause Q two isn't done yet. Q one, we had three IPOs, but it shows you what an IPO can do because of the size of some of the IPOs you had almost twenty eight billion raised.”

“There's certainly demand, and we hear from the bankers and from institutional investors that there's tremendous pent-up demand right now, so I see no reason that the market's not going to stay open for quite a while and that the demand is going to be there.”

“I believe a large part of why it's Possible is because of the problems with the IPO market.”

“So I think you're going to see a lot more companies that were on the 22 and 23 calendar pushed back a public listing.”

“I think there will still obviously be new listings and direct listings and probably not as many SPACs. That's a different topic. I do think you'll still have some activity, but not like last year.”

“When the engine revolves, we will absorb four hundred million again per IPO.”

“Because sure, that creates more sizzle and institutional investors, mutual funds, and others who are buyers are sitting on a portfolio that's up, which gives them more confidence to buy the next issue.”

“So I don't really see a relationship between a slowdown in the late stage market and the IPO market. I think they're kind of right now disconnecting.”

“The IPO market is looking miserable. That window is not exactly wide open to say the least.”

“The IPO markets are always open, right? You can always go public. It's just a question of, do you want to accept the market clearing price at that point in time?”

“I don't think IPO markets will open for the twenty-twenty-four, bluntly.”

“I think we'll see some green shoots in 25, but probably 26 is when it's really going to come back.”

“That is wrong. If your company's growing at 60% and profitable, yes, you can always go public. But at the margin, it is not easy to take companies public. There's not a lot of appetite.”

“I don't think IPO market is closed. I think the issue is companies don't want to go public because their expectations are too high.”

“I do expect the IPO markets to open, say back half of this year into next year.”

“I tend to think next year. Like, I think there's enough uncertainty in the market right now, particularly in the macro and the political situation that there's a lot of people that are nervous. So my best guess would be like the beginning of next year.”

“The problem with the IPO market is actually totally fine. If you look at IPO performance of companies, they've actually done pretty well versus opening day prices.”

“The comments about you have to be five hundred million, which is, I think, a KOTU comment, the comment that the window was going to shut a month ago. Both of them are wrong.”

“No, honestly, I think the most salient fact is that they're happening, that the window is open, that normal IPOs, I mean, I think normal IPOs are taking place, yet normal service has been resumed.”

“I think it's much more true for the whole flotilla of companies in that 200 to four or 500 range who have been trying to figure out where to go and can now see some kind of exit. For those folks, everyone is dusting off their plans.”

“And I am not a believer ever that the IPO markets are closed. It's purely a function of price, right?”

“An IPO market that will probably be open for the remainder of this year. And then these IPO markets always close.”