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4 posts
- Jun 11, 2026 · Essay · 1 min
🚀 The Flip Side of the Same Coin
Most IPOs dip in the first year, but if you find that one company and hold for decades, the result is impressive.
- Jun 11, 2026 · Essay · 1 min
Tomorrow SpaceX Goes Public - The Largest IPO in History.
Tomorrow SpaceX goes public - the largest IPO in history. Valuation $1.77 trillion, record investor demand.
- Apr 13, 2026 · Essay · 1 min
SaaS Companies Lose 30-86% of Capitalization
SaaS companies are losing 30-86% of their capitalization - the market is overvaluing software in the AI era.
- Jun 5, 2024 · Essay · 1 min
NVIDIA is worth more than Apple 😱
NVIDIA is worth more than Apple, and this sparks debates on Twitter.