It is not normal for companies to conduct their initial public offerings on a Monday. It is also not normal to see the shares surge five-fold on the first day. Don’t bother […]
The Newsmax IPO Surge: Tactical to Puzzling
Kestra Medical Technologies May Be Overlooked Tactical Homerun
Kestra Medical Technologies, Ltd. (NASDAQ: KMTS) is a recent initial public offering. The wearable medical device and digital healthcare company’s ASSURE system monitors patients who are at risk of sudden cardiac arrest […]
Is Strategy’s Bitcoin Financing Becoming Too Hot to Handle?
The former MicroStrategy is now just known as Strategy (NASDAQ: MSTR). Despite being the largest corporate Bitcoin holder in the world, Strategy’s new capital structure (and its financing of Bitcoin purchases) is […]
The Post-IPO Tactical Case for Infinity Natural Resources
Infinity Natural Resources, Inc. (NYSE: INR) has seen its post-IPO quiet period come to an end. The oil and natural gas exploration and production company sold 13.25 million shares at $20.00 per […]
ServiceTitan Tactical Investor Case: Huge Opportunities & Some Risks Alike
ServiceTitan, Inc. (NASDAQ: TTAN) came public at a very unusual time when it priced the IPO for a December 12 debut. This is when most investment banks and research outfits are gearing […]
Ingram Micro’s Post-IPO Tactical Case Cuts Both Ways
Ingram Micro Holding Corporation (NYSE: INGM) is public once again. After its private equity-backed offering of 18.6 million shares, and an additional 2.79 million shares in an overallotment option, the world’s top […]
Post-IPO Watch on Camp4: Buy, Sell, Hold or Avoid?
CAMP4 Therapeutics Corporation (NASDAQ: CAMP) just came public in October and the stock’s quiet period has now ended. This means that analysts who work for firms in the underwriting syndicate are now […]
StandardAero’s Post-IPO Tactical Case: Buy, Sell, Hold or Avoid?
StandardAero, Inc. (NYSE: SARO) priced its initial public offering of 60 million shares (upsized from 46.5 million) at $24.00 per share on October 1, 2024. Its quiet period has now ended so […]