“Good Discipline” From IPOs and Investors

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 20 September 2023

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves. (00:21) Tim Beyers and Dylan Lewis discuss: - The market’s reaction to Instacart’s IPO and whether the company can return to its lofty private valuations. - An under-the-radar IPO this week – Klaviyo, and why it’s worth studying to understand the data relationships between businesses and their customers. (20:39) Deidre Woollard gets the inside scoop on peak performance and corporate training from consultant and author Greg Harden. You can grab your copy of 5 Stocks Under $49 for free and Fool.com/Report. Companies discussed: CART, ARM, NDAQ, KVYO, BRZE Host: Dylan Lewis Guests: Tim Beyers, Deidre Woollard, Greg Harden Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today we're looking at two IPOs, one you know, and one you don't.
0:08.6	Motleyful Money starts now.
0:11.6	I'm Dylan Lewis and I'm joined over the airways by Motleyful Analyst Tim Byers, Tim.
0:25.0	What's the caffeination level over in Colorado right now?
0:27.9	Totally caffeinated.
0:28.9	Ready to go.
0:29.9	Thank you for asking.
0:30.9	Love it.
0:31.9	All right.
0:32.9	Today we've got two IPOs.
0:34.3	One that is captured a lot of headlines and a lot of attention.
0:37.4	Probably a very familiar name to a lot of people and another one that borrows its name
0:41.1	from mountaineers.
0:42.1	We're going to have a fun language lesson later in the episode.
0:44.3	Tim, let's start with the household name first.
0:47.0	Instacart Shares hit the market this week.
0:49.4	Some clear interest in this one.
0:50.5	We saw a day one pop.
0:52.0	Shares are backed down around where the IPO priced in the low 30s now.
0:55.7	What did you see in the market reaction?
0:57.8	What did you see in the business looking at this one?
1:00.3	The business really cleaned up in order to get to the IPO.
	...

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