Ben and James discuss IPOs, including those of Stitch Fix, SendGrid, and Blue Apron, and the importance of understanding what type of company you are. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Stitch Fix and the Senate — Stratechery Ben Thompson: Why (Most) IPOs are Under-Price — Stratechery Daily Update Ben Thompson: Waze Winners and Losers — Stratechery Ben Thompson: SendGrid IPOs — Stratechery Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery Ben Thompson: Blue Apron Files for IPO — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James … Continue reading Episode 132 — Successful Disappointments