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
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