L’intrigue, James Ensor, 1890, oil on canvas, (Royal Museum of Fine Arts Antwerp)
Reflecting on the past several months of publishing here, I’ve struggled to keep what would be considered a regular cadence. Whether it be the time it takes to research and profile a new company or if my random thoughts on investing are even worth writing down, the results can be sporadic.
I want to deliver a more regular piece that can be completed on a predictable cadence but in a way that delivers unique value to you instead of filling your inbox with another market recap. Plenty of other people are doing that much better than I ever could, so there’s little point in trying to compete with them.
The idea I landed on was to look at recent IPOs and see which ones stood out as worth taking a deeper look. As you might expect, the focus will be on IPOs that didn’t make the headlines, like CAVA’s (NYSE: CAVA) recent IPO.
So, to kick off this new concept. Here’s a brief look at two recent IPOs: GEN Restaurant Group (NASDAQ: GENK) and Corporación Inmobiliaria Vesta, S.A.B. (Vesta Real Estate Group) (NYSE: VTMX).
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