Palantir's direct listing has been poorly received by the press, and that negativity could present an investment opportunity. Their negativity is likely due to Palantir's controversial activities. Their sales execution and margins are in line with their enterprise software peers, and the commercial space is mostly untapped. Palantir has 3 distinct themes for … [Read more...] about Palantir Direct Listing, Politics Could Create an Opportunity
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IPO Investing – The Virtues of Patience Updated
In August 2019, I wrote about Slack's direct listing and the virtues of patience for IPO investing. How would you have done if you took my advice and avoided this company? Quite well, it turns out. Over that time, Slack is down over 40%, while the S&P 500 is up nearly 10%, and the Nasdaq is up over 12%. Why is Slack down so much relative to the market? Simple, they … [Read more...] about IPO Investing – The Virtues of Patience Updated
The WeWork IPO – How Red Flags Harm Investors
The WeWork IPO is rampant with red flags - their CEO is cashing out equity before the IPO, and treating the company like his personal piggybank. These issues need to be resolved before investing in the company. Far less egregious examples of this have occurred with previous IPOs, and history shows that retail investors bear the cost after the IPO. What Are The Goals of … [Read more...] about The WeWork IPO – How Red Flags Harm Investors