Dossier
Amanda Gerut
Coverage of Amanda Gerut in the Nexus archive.
- The IPO hype cycle returns
The article discusses the resurgence of IPO hype in the tech sector, highlighting past failures like Lending Club and GoPro, and recent high-profile IPOs such as SpaceX, OpenAI, and Anthropic. It warns that initial hype often leads to inflated valuations that later decline, emphasizing the importance of focusing on revenue and fundamentals.
- Beyond SpaceX: Why great IPOs depend on more than first-day demand
The article discusses how successful IPOs depend on more than first-day demand, highlighting companies like SpaceX, Anthropic, and OpenAI as examples. It emphasizes investor psychology and long-term equity story-building by CFOs over short-term market frenzy. Historical data shows second-day opportunities for investment in major IPOs.