tech IPOs
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Dec 16, 2022 by David Friedberg · across every show →
Everything said about tech IPOs, oldest first
Dec 16, 2022 neutral
Friedberg: Top 43% of post-2020 IPOs created $750B market cap
“The market cap of 43% of companies that have gone public since 2020 is seven hundred and fifty billion dollars. The market cap of three, the other 300 is only twenty six billion dollars, and the cash that went in To the seven hundred and fifty billion dollars …”
Aug 11, 2023 bearish
Gerstner: Altimeter tracked zero tech IPOs in 2023 year-to-date
“We're one of the major buyers in tech IPOs, so I just went to the team and said, how many IPOs were we tracking and did we consider participating in during these years? So that was 46 in twenty-twenty. A hundred in 20, 21. Three in 20, 22 and zero year to date…”