“Good Discipline” From IPOs and Investors

The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where there’s opportunities to invest ...  Show more

It seems like no matter the size of a company, it is possible we’ll see a double-digit percentage move in its stock on an earnings release. Today, it was Broadcom's turn to drop nearly 15% after the company reported what look like solid numbers. But when it comes to quarterly ear ...  Show more

This week on Prof G Markets, Scott shares his thoughts on Arm’s imminent IPO and what it will mean for the company’s largest shareholder, Softbank. He then takes a look at Instacart’s business model and valuation as it waits in the wings to go public as well. Finally, Scott discu ...  Show more

My guest today is Palmer Luckey. Palmer is the founder of Defense company Anduril Industries, which makes next-generation military technology for the US and its allies. Since bringing the company to life in 2017, Palmer and Anduril have disrupted the established order in the Defe ...  Show more

Scott breaks down why he bought shares in Reddit’s IPO and what he thinks its first day pop means for the IPO market. He then takes a look at Mustafa Suleyman’s controversial move from Inflection AI to Microsoft. Finally, he explains why Calpers is increasing its investments in p ...  Show more

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ...  Show more