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The IPO market is back—with dot-com-era energy.
In this episode, Matt Weinschenk and longtime tech IPO analyst Lou Basenese break down the 2025 surge in new listings and reveal how to play the frenzy strategically.
In This Episode:
CoreWeave, Circle, eToro & more — What's driving triple-digit first-day pops in AI, crypto, and fintech IPOs
The data you need — Insights from Prof. Jay Ritter's 40-year IPO study: why most hot debuts fade within 3 years
Lou's 5-factor IPO checklist — A simple framework to assess any new listing: age, revenue, growth, profitability, and valuation
Buy after the pop? — How to enter post-IPO trades with a margin of safety
Upcoming opportunities — Why Lou's watching Revolut and the next wave of data center plays
Macro signals — Market risks including frothy tech multiples, tariff fears, and Bitcoin sentiment
Tactical advice — Lou's defensive-but-bullish strategy: from overlooked semiconductors to energy value stocks
If you're excited about the IPO wave but cautious about chasing hype, this episode gives you the tools to trade smarter.
📈 Free Tools & Research: Get valuation tools and trade ideas at stansberrydigest.com
By Stansberry ResearchThe IPO market is back—with dot-com-era energy.
In this episode, Matt Weinschenk and longtime tech IPO analyst Lou Basenese break down the 2025 surge in new listings and reveal how to play the frenzy strategically.
In This Episode:
CoreWeave, Circle, eToro & more — What's driving triple-digit first-day pops in AI, crypto, and fintech IPOs
The data you need — Insights from Prof. Jay Ritter's 40-year IPO study: why most hot debuts fade within 3 years
Lou's 5-factor IPO checklist — A simple framework to assess any new listing: age, revenue, growth, profitability, and valuation
Buy after the pop? — How to enter post-IPO trades with a margin of safety
Upcoming opportunities — Why Lou's watching Revolut and the next wave of data center plays
Macro signals — Market risks including frothy tech multiples, tariff fears, and Bitcoin sentiment
Tactical advice — Lou's defensive-but-bullish strategy: from overlooked semiconductors to energy value stocks
If you're excited about the IPO wave but cautious about chasing hype, this episode gives you the tools to trade smarter.
📈 Free Tools & Research: Get valuation tools and trade ideas at stansberrydigest.com