Hi Shelley. Came across your page on my substack; loved the doordash summary. It was insightful, cautious yet intriguing. Looking forward to more insight breakdowns on S1s.
Thanks for the kind words Talib - glad you liked this Doordash summary. Definitely more to come, including on Airbnb and Affirm's recent S-1. Holidays 2020 will see some exciting markets.
Congrats on your 1 year anniversary on Substack - a lot of respect for your consistent, thoughtful weekly content. I liked Week 14 and also your 2020 books, love Jim Collins.
Hey Shelley - Enjoyed reading your write-up, and the work you put into the analysis and tables (particularly the gig worker comps!). Can you please shed some light on what is a dividend issuance plan, and why is the lack of one during the IPO unusual? I would think growth stage companies don't plan to issue dividends until they are able to be reasonably profitable for a sustained period - not sure if that's related. Thanks!
Hi Shelley. Came across your page on my substack; loved the doordash summary. It was insightful, cautious yet intriguing. Looking forward to more insight breakdowns on S1s.
Thanks for the kind words Talib - glad you liked this Doordash summary. Definitely more to come, including on Airbnb and Affirm's recent S-1. Holidays 2020 will see some exciting markets.
Congrats on your 1 year anniversary on Substack - a lot of respect for your consistent, thoughtful weekly content. I liked Week 14 and also your 2020 books, love Jim Collins.
Love it! Interested in a 2023 revaluation.
Hey Shelley - Enjoyed reading your write-up, and the work you put into the analysis and tables (particularly the gig worker comps!). Can you please shed some light on what is a dividend issuance plan, and why is the lack of one during the IPO unusual? I would think growth stage companies don't plan to issue dividends until they are able to be reasonably profitable for a sustained period - not sure if that's related. Thanks!