#38: 8 IPO Investing Mistakes That Will Ruin Your Portfolio! (and How to Avoid Them). copertina

#38: 8 IPO Investing Mistakes That Will Ruin Your Portfolio! (and How to Avoid Them).

#38: 8 IPO Investing Mistakes That Will Ruin Your Portfolio! (and How to Avoid Them).

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Episode #38: Craig walks through the eight most common IPO investing mistakes, using 2025 IPOs to illustrate how we can avoid future investing mishaps.Avoid these mistakes that can ruin your annual returns.

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(0:00) Intro

(0:37) Why Invest in IPOs?

(1:34) IPOs are Speculative

(2:10) Mistake #1 IPO Not Business

(4:42) Mistake #2 Not Reading the S-1

(5:16) SEC Filing Key Components

(8:16) Mistake #3 Expecting Access

(9:56) Mistake #4 Misreading Demand Signals

(13:02) IPO Pricing Example

(13:55) IPO Trap

(14:27) Mistake #5 Chasing Overvalued IPOs

(16:33) Mistake #6 Not Selling Overvalued IPOs

(17:35) Figma IPO Performance

(18:12) Circle IPO Performance

(19:42) IPO Selling Strategy

(20:17) Mistake #7 Holding Losers

(21:45) Venture Global IPO Example

(22:20) Mistake #8 Ignoring the Flipping Policy

(22:37) Robinhood IPO Flipping Policy

(23:13) SoFi IPO Flipping Policy

(23:13) Public IPO Flipping Policy

(24:01) Why are There IPO Flipping Policies

(24:38) Fidelity IPO Flipping Policy

(25:30) Recap 8 Common IPO Investing Mistakes

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