IPO market

4 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Dec 23, 2021 by Justin Fishner-Wolfson · across every show →

Everything said about IPO market, oldest first

Dec 23, 2021 neutral
Opinion
Fishner-Wolfson: Record IPOs do not reduce private tech liquidity demand
“I'm not sure that the fact that there's all these IPOs really changes people's need for liquidity or is dramatically changing the duration that companies are staying private for... So the IPO market isn't fundamentally changing the need or desire for liquidity…”
Justin Fishner-Wolfson Dec 23, 2021 ▶ 35:29 Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
Aug 10, 2023
Assertion Not checkable as stated
40 years of data show IPO markets rarely close over two years
“When I look back over 40 years of data, the market generally doesn't close for more than a year, and when it does close for more than a year, maybe it closes for two or so years.”
Michael Carmen Aug 10, 2023 ▶ 37:18 Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
Aug 10, 2023
Insight
High-growth companies compounding at 50% benefit from delaying their IPO
“So my view is that as long as our companies are compounding at 3040, 50%, if it takes a year or two years or even three years, those companies are going to be two, three times larger, and unless valuations have just gone through the floor, we're probably going…”
Michael Carmen Aug 10, 2023 ▶ 38:41 Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
Feb 8, 2024 bullish
Prediction Not checkable as stated
Biscardi: Reopening IPOs will trigger a huge wave of venture interest
“If the IPO market starts to open and the M&A market gets going, I think you're going to see a huge wave of interest in venture, and especially in those funds that I think were very smart and didn't go crazy when things were at a peak and are now taking advanta…”
Ron Biscardi Feb 8, 2024 ▶ 20:10 Ron Biscardi – Inside iConnections Global Alts (EP.367)
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