IPO

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 4, 2026 by John Mackey · across every show →

Everything said about IPO, oldest first

Jan 4, 2026
Insight
Mackey: An acquisition is the only liquidity path for most businesses
“I mean, the reality for most businesses is they're never going to be big enough. They either have to sell the, to get liquidity, they have to sell the business because most of them can't go public. And how else can you get liquidity? Either, you're going to ei…”
John Mackey Jan 4, 2026 ▶ 39:47 John Mackey: The Dropout Who Changed How America Eats
May 3, 2026 negative
Insight
Foroughi: Pushing IPO valuations with low float repels long-term blue-chip investors
“Too low a float makes you more volatile, and if the valuation is lower and you can do a 10 to 15% float, you end up attracting better investors who can end up being long-term with you. If you push the valuation where you can't fill a bigger round, you end up w…”
Adam Foroughi May 3, 2026 ▶ 43:37 Bootstrapping a Business to $5 Billion in Free Cash Flow | AppLovin’s Adam Foroughi
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