The Ipos You Want Vs. The Ipos You Get 2/1/24

TechCheck

CNBC

Management, Cnbc, Tech, Faang, Investing, Business, Disruptors, Technology

4.5 • 66 Ratings

🗓️ 1 February 2024

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

It’s a two-track IPO market. Why the weakest are going public as the strong stay private.

Transcript

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0:00.0	The IPOs you want are not the IPOs that you are going to get.
0:06.1	It is Thursday, February 1st. Welcome to the Tech Check Podcast.
0:09.7	I'm Mark Gilbert with your Durbosa.
0:11.6	Hello, D.
0:12.8	Hey Gilbert, now this is a story
0:14.7	we've been talking about for months, actually.
0:16.4	We wanted to do it, and today was kind of the perfect time
0:19.1	because we had a new listing.
0:21.3	Ammer, do you wear, are you an Arterix person?
0:25.0	I'm not a big Arcterix person, but I, of course, have a Tik-Tock obsession, so I've seen
0:30.2	sort of the, all the memes about everyone in their favorite waterproof
0:33.7	arcterics clothing. Well you know let me tell you I spent a lot of time in
0:38.4	Whistler over the pandemic and arterics is alive and well.
0:44.0	It's like the coolest sort of like luxury, waterproof jacket.
0:49.0	I live in the Pacific Northwest.
0:51.0	It's like the cool's like the cool kids.
0:53.0	Cool kids snow jacket ski jacket.
0:56.0	Whatever.
0:57.0	Yeah.
0:58.0	Yeah.
0:59.0	I'm still wearing a North face that I bought when I was maybe like 18, 17.
1:04.0	You know what my 8 year old does now,
	...

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