Episodi

  • Why Post-IPO Stocks Beat Indexes in Year One

    Why Post-IPO Stocks Beat Indexes in Year One
    Jun 7 2026
    Lucas and Luna examine a surprising pattern: tech stocks that go public often outperform the broader market in their first year, even when the IPO itself was a down-round or priced below expectations. They dig into the data behind the so-called 'IPO pop hangover' — the idea that first-day gains get given back — and explain why the real story is about float, index inclusion, and earnings beats from companies that under-promised during the roadshow. Using recent examples like Reddit's quiet but steady climb and the strong post-IPO performance of Instacart (Maplebear), they show how the math of supply and demand works in a low-float environment. They also highlight the risk: the 12-month mark, when lockups expire and index funds rebalance, often creates a dip that patient investors can exploit. Recorded June 7, 2026. #PostIPO #TechStocks #IPO #CapitalMarkets #Reddit #Instacart #Maplebear #Float #IndexInclusion #EarningsBeats #Lockup #Roadshow #Underwrite #PublicMarkets #GrowthStocks #Business #Finance #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
    Mostra di più Mostra meno
    7 min
  • 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
    Mostra di più Mostra meno
    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
    Mostra di più Mostra meno
    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
    Mostra di più Mostra meno
    10 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 5 2026
    Lucas and Luna explore the growing trend of recently-public tech companies executing massive stock buybacks, using real examples like Palantir and Shopify. They discuss how the shift from growth-at-all-costs to capital discipline is driving these repurchases, what it signals to investors, and why some see it as a sign of maturity while others worry about innovation trade-offs. With the S&P 500 down over 9% in the last five days and mega-cap tech names like Microsoft, NVIDIA, and Amazon showing double-digit declines, the hosts examine how buybacks can stabilize stock prices and boost earnings per share, even when revenue growth slows. They also touch on the role of insider selling and lockup expirations in creating buyback opportunities. The episode includes a brief, organic mention of listener support that keeps the show ad-free. #StockBuybacks #PostIPO #Palantir #Shopify #CapitalMarkets #ShareRepurchase #TechStocks #CorporateFinance #IPOTrends #InvestorStrategy #Business #Finance #Technology #FexingoBusiness #BusinessPodcast #EquityMarkets #CapitalAllocation #EPS Keep every episode free: buymeacoffee.com/fexingo
    Mostra di più Mostra meno
    10 min
  • How Post-IPO Companies Manage Employee Liquidity

    How Post-IPO Companies Manage Employee Liquidity
    Jun 5 2026
    In this episode, Lucas and Luna explore how post-IPO tech companies are managing employee share liquidity beyond the traditional lockup expiration. With specific data points—like the 4.9% drop in Microsoft shares over the past five days and the contrasting 3.7% gain in NVIDIA—they discuss the growing trend of structured stock sale programs, secondary offerings, and insider trading plans. The conversation centers on recent moves by companies like Palantir and Airbnb, and what it means for employees, founders, and public market investors. They also briefly touch on how private AI companies like Anthropic are watching these dynamics as they prepare for their own IPOs. A natural, data-driven look at how the public market is reshaping employee wealth creation. #PostIPO #EmployeeLiquidity #LockupExpiration #TechIPO #PublicMarkets #Palantir #Airbnb #Microsoft #NVIDIA #Anthropic #ShareBuyback #StockSellPlan #InsiderTrading #WealthManagement #CapitalMarkets #Business #Technology #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
    Mostra di più Mostra meno
    7 min
  • Why Post-IPO Companies Are Buying Back Their Own Stock

    Why Post-IPO Companies Are Buying Back Their Own Stock
    Jun 4 2026
    Episode 31 of Tech IPO Conversations with Fexingo: Public Software Companies and Capital Markets. Lucas and Luna explore a growing trend among newly public tech companies — buying back their own shares shortly after IPO. They look at recent data from Shopify, which repurchased $1.5 billion of its stock in Q1 2026, and Palantir, whose $1 billion buyback was announced alongside a lockup expiration. The hosts break down the mechanics: why companies do it, how it affects existing shareholders, and what signals it sends to the market. They also discuss the risks, including reduced cash for R&D and potential market timing accusations. With specific numbers and real examples, this episode offers a clear, concise take on a nuanced capital allocation strategy. #StockBuybacks #PostIPOStrategy #Shopify #Palantir #CapitalAllocation #ShareRepurchase #IPO #TechIPOs #PublicMarkets #Investing #BusinessPodcast #Finance #Technology #FexingoBusiness #BusinessPodcast #TechConversations #LucasAndLuna #IPOStrategy Keep every episode free: buymeacoffee.com/fexingo
    Mostra di più Mostra meno
    11 min
  • Why Late-Stage Tech Companies Are Buying Back Employee Shares Before IPO

    Why Late-Stage Tech Companies Are Buying Back Employee Shares Before IPO
    Jun 4 2026
    Episode 30 of Tech IPO Conversations examines a growing trend among late-stage startups: buying back employee shares ahead of an initial public offering. Lucas and Luna discuss why companies like Stripe, Databricks, and others are spending billions to repurchase equity from workers before the public listing. They explore the mechanics of tender offers, the signaling effect for investors, and how this practice impacts employee retention and IPO pricing. The conversation is anchored around the recent $2 billion buyback by Stripe in early 2026 and contrasts it with older IPO models where employees had to wait for lockup expirations. The hosts also touch on the broader market environment, referencing the recent performance of recent IPOs like Rivian and Airbnb to show why companies are cautious about going public. This episode offers concrete insights for founders, investors, and anyone following the evolving dynamics of tech capital markets. #EmployeeShareBuybacks #LateStageStartups #IPO #Stripe #Databricks #TenderOffer #PreIPO #EmployeeRetention #IPOPricing #Liquidity #Rivian #Airbnb #CapitalMarkets #Business #Technology #FexingoBusiness #BusinessPodcast #TechIPOConversations Keep every episode free: buymeacoffee.com/fexingo
    Mostra di più Mostra meno
    11 min