2021 IPO cohort
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 21, 2025 by Thomas Laffont · across every show →
Everything said about 2021 IPO cohort, oldest first
Jun 21, 2025 bearish
Lafont: 2021 IPO cohort is down 50% after five years
“If you look at the cohort of companies that went IPO in 20, 21, right? And I'm actually not including SPACs in this particular analysis, right? If you look at that cohort T plus one year, The cohort was down about 40% on average, right? Okay, fine. Maybe they …”