IPO Season: Why Patience Is The Name of the Game
6/5/202641 min
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 in businesses without speculating. Travis Hoium, Lou Whiteman, and Jason Moser discuss:
- Today’s market crash
- IPO season
- Autonomy is here
- Who is making irresponsible predictions?
- Stocks on our radar Companies discussed: SpaceX, Uber (UBER), Quantinuum (QNT), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Tesla (TSLA), WeRide (WRD), Shopify (SHOP), Merlin (MRLN). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
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Transcript preview
First 90 secondsTravis Hoium· Host0:00
[upbeat music] It's IPO season, and we're going public with our takes. Motley Fool Hidden Gems Investing starts now. [upbeat music] Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoyum, today joined by Lou Whiteman and Jason Moser. Guys, we are gonna get to the IPOs that are coming up. They're, they're coming fast and furious, and the numbers are huge. But I did wanna get your thoughts on the market today, uh, because we've had kind of a, th- the entire story over the past few months has been everything AI related, these bottlenecks, these stocks are going absolutely crazy. Today, the NASDAQ, as we're recording, down almost 3%. The Dow, Lou, interestingly, uh, close to flat. So some of these kinda unloved, you know, industrial stocks not doing all that much, but these hot technology stocks are just taking it on the chin. What do you, what, what do you think is going on today, and is this a real reverse or just, just kind of a one-day phenomenon?
Lou Whiteman· Guest0:54
Yeah, Dow's saying, "How do you like me now," right? [laughs] Uh, you know, with all, all of that non... And look, yeah, th- this is arguably healthy, is one read on it, because when one thing goes up indefinitely, it's bound to not last forever. So if we can have some sort of leveling off during a bull market, that is sustainable for a bull market. Um, NASDAQ is up 3% over the last month even with today. Whether or not this is- Yeah ... the beginning of the end or just a blip, I, we'll see. None of us know that. I think what we're learning is, and this is all coming off of Broadcom, and, uh, we were talking about this as far