IPO Profiles
UL Solutions Screens as Strong Compounder
UL Solutions (ULS) came public just over one-year ago and quietly has seen shares already double in price from the IPO, now with a market cap of $14.25B and shares surging the last few weeks while Wall Street coverage at large firms remains minimal. UL Solutions Inc....
Millrose Properties a Unique Investment Vehicle in Homebuilding
Millrose Properties (MRP) is an intriguing new company that came public in February and shares have shown impressive strength rising 17.5% and sit just under record highs. MRP is a publicly traded REIT that was created by way of a spin-off from Lennar in February...
IPO Profile: Safety and Tracking Platform has a Sizable Opportunity
Life360 (LIF) operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally. It provides Life360 mobile application under the freemium model, which offers its services to users at no charge;...
IPO Profile: A Pick and Shovel Play on the Space Theme
Karman (KRMN) is a recent IPO off to a hot start with shares jumping 15% over the past week. Karman specializes in the design, testing, manufacturing, and sale of systems for missile and defense and space programs. KRMN also supplies metallic and composite flight...
A New Top Crypto Play on Self Custodial Wallets
Exodus Movement (EXOD) is a recent Software IPO that ran up sharply in mid-January on heavy volume and since has pulled back on much lower volume setting up a strong base for a move higher. A more favorable crypto environment under the new administration should allow...
IPO Profile: OneStream (OS) A Compelling Growth Story as Back Office Upgrade Cycle Presses on the Gas
OneStream (OS) is a recent IPO that has climbed since its debut and a high-growth name worth taking a closer look at ahead of its 11-7 earnings report. OneStream is a leader in cloud-based financial operations software unifying core financial functions and empowering...
IPO Profile: A Budding Moat in Financial Clearing and Execution
Marex Group (MRX) came public in April and shares with a steady move higher now +33%. Marex is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial...
IPO Profile: Loar the Next Big Thing in Aerospace Compounders
Loar Holdings (LOAR) shares have risen 50% since the IPO in April and shares currently forming a nice flag pattern following a surge higher on a very strong earnings report. LOAR specializes in the design, manufacture, and sale of niche aerospace and defense...
An Emerging SuperApp IPO Profile
Kaspi (KSPI) is an IPO from early this year that has seen shares rise 42% YTD. Kaspi operates a two-sided Super App with Kaspi.kz Super App for consumers and the Kaspi Pay Super App for merchants and entrepreneurs. The Kaspi.kz Super App has one of the highest levels...
IPO Profile: Rubrik as High Growth Disruptor in Data Security
Rubrik (RBRK) will post its debut quarter 6/11 after the close since recently coming public and shares up five straight days into the report breaking a trend of lower highs. Rubrik, a leader in data management and security software and their platform detects,...