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your scrutiny comment is just not right. companies still have to go through the long sec review process, but have the benefit to submit draft s-1s confidentially. confidential submissions and all amendments just have to be publicly filed at least 21 days prior to the road show. say what you will about the groupon ipo (and probably others), but in today's media age with the speed and proliferation of opinions, i see no benefit to allow the talking heads to attack a company that's in its quiet period, and can't defend itself. any serious investor, whether retail or institutional, has more than enough time under these rules to make an educated decision to purchase an ipo. it's my opinion that people don't do their proper due diligence regardless of time available.


the bigger issue is with an open ipo window, and likely staffing issues at the sec, is a detailed enough review taking place?

8 months, 1 week ago on Will the Box IPO be John the Baptist to Dropbox’s Jesus?

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not sure why the arrington dig was necessary in a post about kleiner, guess i was expecting more

11 months, 2 weeks ago on John Doerr’s last stand: Can a dramatic shakeup save Kleiner Perkins?

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can the fare be split post ride or do the other passengers have to opt in before the ride is complete?

1 year, 4 months ago on Fare Splitting = Fair Splitting

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this headline is just terribly misleading. it's great to highlight all the big consumer flops as a proxy for the entire market, since that is all the masses like to hear and talk about, but lets dig a little deeper. by my count there have been 24 VC-backed IPOs since 2011: 12 consumer and 12 enterprise. consumer IPOs have produced the following returns (average: -24%, median: -28%). enterprise IPOs have produced the following returns (average: 37%, median: 22%). More than 40% of enterprise IPOs have produced greater than 40% return from their pricing (not just poster boy of the moment workday). The S&P is up 9% and the Nasdaq is up 8% since 1/3/11. while i sympathize with some of the headaches public company managements have to deal with, it's hard to feel bad for the managements of underperforming stocks. these companies screwed up their cap tables, hadn't perfected their business models and accepted valuations where the only "acceptable" next step in their view was to go public.

2 years ago on That was quick: After a brief flirtation, top entrepreneurs are back to hating IPOs

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these things always start an hour later than posted. first hour is to allow ppl to arrive and network.

2 years ago on PandoMonthly presents: A fireside chat with Chris Sacca

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