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The Oura IPO filing was released on Thursday September 3rd. Craig walks through S-1 highlights of this easy to understand business.
The Anthropic IPO filing is delay by about a month. We're now watching for a late-September filing, mid-October roadshow, and IPO date "days before the mid-term elections".
SB Energy filed for an IPO too, though it's reminiscent of Fermi, which didn't fair so well.
In IPO Radar news, Nvidia looks to invest in Perplexity at a perplexing valuation while Cognition's valuation approaches $50 billion.
Meanwhile, Pittsburgh is energized for the Westinghouse IPO, as the legacy nuclear leader has filed confidentially and could go public this year.
Disclosures: At the time of recording, the host is long VCX restricted shares and the Fundrise internet public offering (iPO). Access IPOs is an affiliate partner with Fundrise and Robinhood, and VCX is a paid sponsor of the Access IPOs podcast. At the time of recording, the host is also long RVI which owns a stake in Oura. VCX holds Anthropic. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk.
(0:00) Intro
(0:38) Anthropic IPO DELAYED
(1:43) Anthropic IPO Demand
(2:19) Anthropic Valuation
(3:58) Sponsor: VCX
(5:19) SB Energy IPO
(6:43) Fermi Comparison
(7:38) Oura IPO Preview
(8:36) S-1 Filing Walkthrough
(9:06) Oura Robinhood
(9:45) Fidelity and Retail Access
(10:50) Oura Key Numbers
(11:47) Oura Business Model
(14:08) Oura Financials
(15:12) Read Prospectus Before Investing
(15:54) Oura Directed Share Program
(17:44) Oura IPO Date
(18:14) IPO Radar News
(18:38) Nscale IPO Update
(22:01) Cognition Valuation
(24:03) Perplexity Valuation
(26:07) Neo-Nuclear Resurgence
(26:48) Westinghouse IPO
(30:59) Pittsburgh Startup Scene
(32:37) Connectivity
