Our $0.02 on Unity
We wrote about Unity back in 2020 around their IPO. We concluded that the stock look good in the near term, but faced many long-term challenges. All of that seems to have played out, especially the challenges.
Category Archives: IPO
Arm IPO – the $52 Billion Question
Arm now has a roadshow video which provides insight into the company’s growth plan. It also has a new target valuation. At $52 billion that remains challenging, but at least we now have an outline of how the company plans to grow.
Arm IPO 2 – The Search for More Money
Arm is a good company, but the rumored $64 billion valuation for their IPO will likely doom it as a stock/
Arm IPO – Second Impressions
Arm’s IPO filing – the gift that keeps giving – highlights so far: IPO proceeds go entirely to Softbank; a close look at ARM’s end market TAM by segment, and a valuation for Ampere.
The SPAC-tacle of it all
There are a lot of SPAC companies out there now – we have some suggestions for how they can dig themselves out of the whole the market has dug for them.
The Shrinking of Arm
Arm is cutting jobs in advance of its IPO – we think their reasons for these cuts are likely misplaced, and probably creates more problems for them in the years ahead.
Global Foundries IPO!!!
Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.
The SPAC Hangover
The SPAC Hangover – More fun with numbers – how a SPAC creates some very weird incentives to part like it’s 1999.
SPACs – the Morning After
Serious as a SPAC Attack – In the glow of a SPAC acquisition, companies need to spare a thought for what life will be like as a public company.
The Joy of SPACs
The Joy of SPACs – SPACs are a form of Celebrity Capital. But they can also be seen as a cry for help from the financial markets for reform of the IPO process.