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cover of episode Ep. 327 Here’s How To Trade The High-Octane IPO Boom

Ep. 327 Here’s How To Trade The High-Octane IPO Boom

2025/7/2
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Investing With IBD
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People
J
Justin Nielsen
K
Ken Shreve
Topics
Justin Nielsen: 我认为2021年IPO和SPACs数量众多，但在2022年大幅减少，我们将探讨IPO市场发生了什么变化。我希望了解高质量IPO的特征，以及如何通过Renaissance Capital的数据来评估IPO市场的健康状况。我还想知道除了基本面，Ken还会关注哪些技术指标。 Ken Shreve: 我认为市场表现良好，IPO市场的复苏预示着今年会更好。高质量的IPO是指那些由摩根士丹利、摩根大通、高盛等知名承销商承销的股票，并且能够实现营收和利润增长。我会关注IPO股票在交易第一天的价格走势，如果IPO股票表现强劲，不应在上市后一两天内出现剧烈抛售或剧烈的价格波动。我希望看到IPO股票在上市当天有强劲的开盘价和涨幅，然后进行盘整，最终形成完美的入场点。我会寻找至少有营收增长的IPO股票，如果IPO股票没有盈利，我希望看到有意义的营收增长，因为营收增长最终会转化为利润。

Deep Dive

Chapters
This chapter explores strategies for trading high-octane IPO stocks, emphasizing risk management. It discusses the importance of understanding the company's fundamentals and observing the stock's trading patterns. The chapter uses examples like Google's IPO to illustrate successful strategies.
  • Avoid chasing IPO performance on the first day.
  • Look for an IPO base (though shorter than typical bases is acceptable).
  • Assess the underwriter's quality (Morgan Stanley, J.P. Morgan, Goldman Sachs are highlighted).
  • Evaluate the new product or service fueling growth and its translation into bottom-line growth.

Shownotes Transcript

Circle, CoreWeave, eToro, Chime. No, it’s not a grade school chant, but a small sampling of the companies that have gone public just this year. Ken Shreve, senior markets writer at IBD, joins the “Investing with IBD” podcast to share tips on how to trade high-octane IPO stocks while managing risk appropriately. He also explains what’s behind the new IPO boom and how it compares to the previous SPAC mania and other public debuts in recent years.

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