Tech IPO Conversations with Fexingo: Public Software Companies and Capital Markets copertina

Tech IPO Conversations with Fexingo: Public Software Companies and Capital Markets

Tech IPO Conversations with Fexingo: Public Software Companies and Capital Markets

Di: Fexingo
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Lucas and Luna dissect the mechanics of software IPOs — from S-1 filings to aftermarket trading — using real-time market data and regulatory filings. Each episode examines one recent or upcoming public listing, pricing dynamics, underwriter influence, and secondary market performance. Lucas brings journalistic rigor to valuation metrics, lockup periods, and direct listings versus traditional IPOs; Luna challenges assumptions about growth sustainability and insider selling. They analyze SPAC merger terms, IPO pops, and post-listing earnings trends with specific numbers and named companies. This show serves equity analysts, venture investors, and founders weighing exit strategies who want grounded analysis of how software companies transition from private to public markets. Conversations range from the mechanics of bookbuilding to the signaling effects of dual-class structures. What does a 20% first-day pop actually tell you about a company's long-term prospects? How do interest rate changes alter the IPO pipeline? #TechIPOs #SoftwareCompanies #CapitalMarkets #PublicOffering #IPOAnalysis #S1Filing #Valuation #Underwriting #DirectListing #SPAC #SecondaryMarket #LockupPeriod #EarningsReports #MarketData #Business #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economia
Episodi
  • How Post-IPO Tech Stocks Weather Sharp Drawdowns

    How Post-IPO Tech Stocks Weather Sharp Drawdowns
    Jun 7 2026
    Episode 36 of Tech IPO Conversations looks at how post-IPO tech companies manage steep stock declines, using real-time market data from June 2026. Lucas and Luna break down the 15.6% drop in Palantir and 11.7% slide in Shopify over five days, examining the tools these companies have—buybacks, convertible notes, insider purchases—versus the constraints they face from lockups and shareholder expectations. They compare the current sell-off to the 2022 reset and discuss what the next wave of IPO candidates can learn from those that have already gone public. A focused look at capital markets discipline when the easy money dries up. #PostIPO #TechStocks #Palantir #Shopify #Buybacks #LockupExpiration #MarketDrawdown #CapitalMarkets #IPOStrategy #StockDeclines #ConvertibleNotes #InsiderPurchases #InvestorSentiment #Business #Finance #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 min
  • Why Post-IPO Buybacks Surge When Stocks Fall

    Why Post-IPO Buybacks Surge When Stocks Fall
    Jun 6 2026
    In this episode of Tech IPO Conversations, Lucas and Luna examine a surprising trend: when post-IPO tech stocks drop sharply, companies rush to buy back their own shares. Using recent market data — Microsoft down 9.5% in a week, Palantir down 15.6%, Coinbase down 16.5% — they explore why buybacks have hit a record pace in mid-2026. But not all buybacks are equal. They break down the difference between opportunistic buybacks that signal confidence and defensive buybacks that mask dilution. With Microsoft and Palantir as contrasting case studies, the episode gives listeners a framework for evaluating whether a buyback is a bullish signal or a red flag. #PostIPO #StockBuybacks #Microsoft #Palantir #TechStocks #CapitalMarkets #ShareRepurchase #IPOStrategy #BuybackPace #RecordBuybacks #TechIPO #BusinessPodcast #Finance #Investing #MarketTrends #FexingoBusiness #BusinessAndTechnology #TechIPOConversations Keep every episode free: buymeacoffee.com/fexingo
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    9 min
  • Why Post-IPO Companies Are Buying Back Shares at a Record Pace

    Why Post-IPO Companies Are Buying Back Shares at a Record Pace
    Jun 6 2026
    In this episode of Tech IPO Conversations, Lucas and Luna explore the record pace of post-IPO share buybacks among recent tech companies. They discuss how firms like Palantir, Shopify, and others are using buybacks to signal confidence, manage dilution from stock-based compensation, and return capital to shareholders. The conversation examines the shift from growth-at-all-costs to capital efficiency, the role of buybacks in supporting stock prices during market volatility, and the potential risks when companies prioritize buybacks over investment. With insights from recent market data, including a sharp drop in Palantir and Shopfiy shares, the hosts consider whether buybacks are a prudent strategy or a short-term fix. The episode also touches on the broader trend of tech companies using buybacks as a tool to manage employee liquidity and shareholder expectations in a cautious IPO market. #ShareBuybacks #PostIPO #TechIPOs #CapitalMarkets #Palantir #Shopify #StockBuyback #CapitalAllocation #ShareholderReturns #StockCompensation #Dilution #MarketVolatility #CorporateFinance #Business #Technology #FexingoBusiness #BusinessPodcast #IPOCapital Keep every episode free: buymeacoffee.com/fexingo
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    10 min
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