This founder-CEO left her job as a Managing Director at one of the leading investment banks to start a beauty company. Today, her company IPOs, making her a self-made billionaire. It’s an inspiring story. This rockstar is Falguni Nayar: Her net worth will rise to nearly $3.8 billion pos the IPO of Nykaa, one of the […]
The 3rd largest chip maker in the world IPOs today. No-brainer investment right? Demand keeps outstripping supply; the Economist expects the chip shortage to last well into 2023. But analysts are calling the IPO a “cry for help.” Here’s what you need to know. The Story of GlobalFoundries In 2008, AMD executives announced a new […]
Informatica – $INFA – IPO’d today. What do you need to know about this data-management software provider? Could this be the next cloud play? The Story of Informatica Informatica provides data integration products including data visualisation, data masking and data replica tools. It’s in 5 Gartner magic quadrants. It counts the likes of Unilever, Kroger, […]
This one-time dorm room startup is now set to IPO for over $1B. And it’s not a software company! What do you need to know about $SG now that the Sweetgreen S-1 has dropped? Learn the amazing story of this salad chain, which gets 68% of its revenue from digital channels. The Founding Story In […]
WeWork – $WE – is a public company now. What happened in the two years between pulling its initial IPO and eventually going public? After the IPO was pulled, Softbank stepped in, and Adam Neumann was pushed out. Originally the reporting was a $1.7B price tag. But, after all was said and done, Adam received~$845M […]
Eren Bali has built not one but two multi-billion dollar companies – Udemy and Carbon Health. His story is fascinating. Udemy Eren grew up in a small village in Turkey. As a kid, he kept his asking his parents for a computer. Finally, in 1998, as a teenager, Bali’s family got a used computer. Eren’s new […]
We’ve all heard the bear case on Rent The Runway ($RENT post IPO), but what about the bull case? 🐂 1: Covid Rebound Value2: Strong Team3: Organic Grower So we understand, what are the most compelling parts of the bear case?– Declining revenue– Tough unit economics with inventory costs (clothes wear and need to be procured)– Weak […]
Startup investing and content creation are converging Packy McCormick rose from 0 to 80K subscribers and buzzy venture capitalist (VC) with an $8M fund in less than two years. We reviewed his story a few weeks ago. In any generation but this one, his story would be insane. That is because Packy’s story is not […]
The story of one of startup investing’s rising stars Packy writes my current favorite source of info, Not Boring. Twice weekly, his newsletter deep dives into timely items in technology, from a strategic lens. His work is the antidote to algorithmic madness. In a world of shallow click-bait, Not Boring is in-depth storytelling. 👉 When […]
Decentralized Finance Applications’ Killer Interface: the Metaverse NFTs. Metaverse. DeFi. 🤦 Not more buzzwords… I get the reaction. The title can read like hyperbole salad. But, I want to argue these three technology trends are real. And matter. And what most analysts miss is – they increasingly look to be connected. After working in gaming […]