5 Comments
Jun 9, 2021Liked by Market Sentiment

Loved this analysis. Confirmed what I thought was the case. IPO's are great if you are an insider, not so much for the rest of us. Big surprise, huh?

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author

Haha. Yeah. I knew there was a difference but I didn't expect such a drastic variation in returns!

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Jun 9, 2021Liked by Market Sentiment

Really appreciate the effort you put in these reports. Just wanted to say thank you and that I throughly enjoy them!

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author

Thank you :)

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This is great. As a longer-term investor (only selling each stock after a year, for tax reasons), a graph I'd like to see is simply the weekly prices of each stock in it's first year or two, with all the stocks overlaid as a single line on the chart, as a percent of the price at the end of the first day. Naturally, the eye will see if there's a pattern. You could color-code it by industry, or year or month issued (do Sept IPOs do better than Feb?), or even price quadrant (do more expensive share prices yield better percentage returns?)

I think there's a way to present this as an interactive graph that allow users to adjust the variables, like which price is 100% (investor price or retail price), which industries to include, which price points to show, what years to show, which months to show, etc.

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