Wear a lot of hats at 01 Advisors; former Tweep, yahoo!, and equity analyst; sake brewer, wanderer, diver, and skier.
Joined April 2009
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SEC sues ISS. Looks like another step in bringing down the cost of being a public company. cnbc.com/2026/09/06/sec-iss-…
Pitchbook reports the aggregate market cap of the Unicorn Market index in Q1 is $8.6T. That's nearly 2.5x that of the Russell 2000. pitchbook.com/news/reports/q…
Seems like more growth in the demand for privates on the horizon. ... which allows companies to stay private longer... which leads to more growth in the private markets... which attracts more capital... bloomberg.com/news/articles/…
Are we already getting to ETFs for private company stocks @wquist? investors.sofi.com/news/news…
Absolutely huge if true. finance.yahoo.com/news/exclu…
Public companies can spend $15-20M per year on incremental G&A expense just for being public. That's a cost of 3-4% points of net margin for a company with $500M in revenue.
Lowering the burden of being public lowers the cost of public equity capital and makes it more attractive.
With ~$15-20M in incremental G&A expense for being public, $100m is probably a low bar today.
But still, private capital markets are eating the public capital markets.
Question from a public/private investor dinner ... "Does the rise of never-go-publics and quasi-IPOs make a traditional IPO a bad signal?"
Private capital markets are continuing to eat the public capital markets.
PE for Main Street investors? Change is coming to 401(k) plans pitchbook.com/news/articles/…
@united my bag has been lost for six days now. No info in the app or online. Nobody answering the phone. What is going on?
Dave Rivinus retweeted
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