IPO Profiles
Amer Sports (AS) IPO Profile
Amer Sports (AS) came public last quarter and currently has a $7.4B market cap. Amer Sports is a global group of iconic sports and outdoor brands, including Arc’teryx, Salomon, Wilson, Atomic and Peak Performance. Technical Apparel, Outdoor Performance and Ball &...
Veralto: A New Quality Play in Water Quality & Scarcity
Veralto (VLTO) is a recent new issue from a spin-off by Danaher (DHR) and posted very strong results recently, a name worth a deeper dive. VLTO will be presenting at Citi’s 2024 Industrial Tech Conference on 2-20-2024. Veralto is committed to the advancement of public...
IPO Profile: Klaviyo an Attractive Software Business with Strong Metrics
Klaviyo (KVYO) a recent IPO showing some relative strength compared to other new issues and the market overall. KVYO provides businesses of all sizes with powerful technology that captures, stores, analyzes, and predictively uses their own data to drive measurable,...
IPO Profile: Shark Ninja a Compelling Consumer Goods Growth Story
Shark Ninja (SN) a recent IPO performing well compared to other IPOs as it offers a rate combination of growth at reasonable valuation in an industry lacking a lot of its attractive characteristics. SharkNinja is a global product design and technology company that...
Spin-Off Small Cap an Attractive Long-Term Compounder
Crane NXT (CXT) is not an IPO in the traditional sense as it is a spin-off from Crane (CR), but an interesting new company on the market to take a closer look at with shares strong since the debut. CXT unique technologies deliver advanced solutions to secure, detect,...
An Exciting Solar IPO with Strong Financial Metrics
NEXTracker (NXT) one of the most interesting IPOs from Q1 with shares holding up well in a tough environment for growth stocks and IPOs. NXT is a leading provider of intelligent, integrated solar tracker and software solutions used in utility-scale and distributed...
Battery SPAC in Light IPO Market with Potential Future Upside
Amprius Tech (AMPX) recently came public via SPAC in a growing industry of lithium-ion batteries where technology is progressing rapidly. AMPX is producing a 100% silicon anode battery with superior performance including high energy density, high power density, faster...
IPO Profile: Attractive Renewables Play for Energy Transition
Archaea Energy (LFG) is an interesting company that came public in 2021 with shares +7% YTD and in a one-year uptrend pulling back to key support in mid-June. Archaea is one of the largest RNG producers in the U.S., with an industry-leading RNG platform primarily...
An Attractive Global Payments Company with Strong Growth/Profits and M&A Potential
Nuvei Corp (NVEI) is an IPO from October 2020 that ran strong for a year before reversing and recently coming back down to near its IPO levels, and a very reasonable valuation, though the recent surge off lows has shares +10% YTD. Nuvei is a global payment company...
Recent Biotech IPO Focused on Neurodegenerative Diseases Targeting 2022 Approvals
Amylyx Pharmaceuticals (AMLX) an interesting recent IPO in the biotech space worth taking a deeper look into after insiders very active in buying the opening at $19 (four different directors for > $800K) while Viking Global bought a $43.7M position. AMLX focuses on...