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Industry Focus

Tech: Checking in on 2020 IPOs

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 16 April 2021

⏱️ 41 minutes

🧾️ Download transcript

Summary

We circle back on three companies we profiled months ago when their prospectuses first became available -- C3.ai, Snowflake, and ZoomInfo.

Tune in to hear how each have lived up to heady expectations, why two have stumbled, and why ultimately all three businesses remain interesting companies for your watch list.

Stocks: SNOW, ZI, AI

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Transcript

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0:00.0

Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

0:16.0

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

0:20.6

And we're talking energy. And today we're talking tech.

0:23.0

Let's dive in.

0:24.0

It's Friday, April 16th, and we're checking in on a few recent IPOs to see how they've done.

0:32.0

I'm host to on done. I'm your host

0:32.8

Bill Lewis and I'm joined by Fool's rabble-rousing reviewer of recent risky

0:36.6

riches Brian Feroldi. Brian how you doing?

0:39.8

Dylan I'm doing great even though I have a meeting with my accountant yesterday to talk about a letter that I got from the IRS this week

0:47.0

So besides from that I'm doing great how you doing? You know I don't want to put your your personal finances, Brian, but I could see how that wouldn't be a very uplifting way to start wrapping up the week.

0:58.0

That's correct, and I'm on vacation next week for the first time and a long time, that's okay not gonna let me get down.

1:04.4

There you go yeah stressful time of the year for a lot of people but hey we got the

1:08.2

extension right so so if folks were a little bit behind on this filing

1:11.0

season you got you got some extra couple weeks to make that

1:13.3

happen I am one of those folks so I will be taking advantage of the extension I was

1:16.9

waiting for a couple things to be clarified before I filed my taxes

1:19.9

happy to be in that spot but Brian this this is not a tax show. This is a tech stock show at core and that's what we are going to be talking about today.

1:28.0

Folks that listen to the show regularly know we love getting deep deep into a prospectus when a company first files and we really

1:35.7

get our first look at a business you know a lot of people like doing that but I think

1:39.7

the the true work and and really where things get interesting is once the rubber meets the

1:44.9

road and that company is a publicly traded company we start seeing the quarters of

...

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