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June 2025

Intriguing IPOs: Caris Life Sciences (CAI)
Even the most scarred healthcare analyst can see some qualities in this novel diagnostic healthcare IPO.
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The Misfits: Quanta Services (PWR)
The market treats Quanta much more favorably than it treats Quanta's largest competitor, EMCOR. It's hard to understand why.
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Intriguing IPOs: Voyager Technologies (VOYG)
Investors looking for opportunities in space have had few options, that seems to be changing quickly.
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Intriguing IPOs: Chime Financial (CHYM)
Chime's business of providing low cost credit and banking to lower income customers is noble, but comes with plenty of risks.
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Intriguing IPOs: Omada Health (OMDA)
The business of managing diabetes, hypertension, and other chronic conditions is bringing many new concepts to market.
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May 2025

The Misfits: Simpson Manufacturing Company (SSD)
Despite wall-to-wall coverage of the stock market, companies like Simpson Manufacturing still fall through the cracks.
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Intriguing IPOs: Circle Internet Group (CRCL)
Beneath all of the buzzwords and grandiose statements, Circle's prospects are tied more to fiat currency than crypto.
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Suboptimal Outcomes (and the Personal Portfolio)
Any future for Berkshire Hathaway without Warren Buffett will likely be a suboptimal one. Also, our non-finance lives will inevitably create suboptimal…
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Intriguing IPOs: Hinge Health (HNGE)
Every IPO provides some memorable lessons. Hinge's is a reminder that all companies get a pre-IPO touch up.
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The Misfits: HCI Group (HCI)
How this property insurance company has succeeded seems to fly in the face of the current narrative of homeowners insurance.
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Intriguing IPOs: eToro (ETOR)
The investing platform is entering into a crowded space, so its using windfall crypto profits to go public.
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