Great article Rob. We are on the same page here. These are 3 IPOs that I'll gladly grab the popcorn for in the cheap seats. Valuations are running way too hot on all of them. $CBRS was another one... very interesting company and product, but bad valuation for the intelligent investor, especially when factoring in the OpenAI risk.
I love a good show! I’ll sit on the sidelines forever if I don’t see an entry point that gives me “the tingles.” I only get those once in a while, and when I do I dive in!
Great article Rob. We are on the same page here. These are 3 IPOs that I'll gladly grab the popcorn for in the cheap seats. Valuations are running way too hot on all of them. $CBRS was another one... very interesting company and product, but bad valuation for the intelligent investor, especially when factoring in the OpenAI risk.
Thanks Joe, really appreciate it. The cheap seats and popcorn is exactly the right energy for this season.
$CBRS is a genuinely fascinating company, but 100% agreed on the OpenAI risk
Glad we're watching from the same row. Enjoy the popcorn and the show!
I love a good show! I’ll sit on the sidelines forever if I don’t see an entry point that gives me “the tingles.” I only get those once in a while, and when I do I dive in!