Ringing the Bell: A VC's Analysis of Consumer IPOs
Subscribe
Sign in
Home
Archive
About
Whatnot: Live Shopping Finally Works
A host-driven marketplace scaling beyond collectibles
Jan 22
•
Jason Stoffer
2
Latest
Top
Discussions
StubHub S-1: Fans hate the fee; investors love the float
Fans loathe StubHub’s fees—but that pain funds a cash‑rich, trust‑driven marketplace. The IPO asks a simple question: will investors pay a premium for a…
Sep 16, 2025
•
Jason Stoffer
2
Quince: The Hottest One-Stop Dupe Shop
Can a company built on $50 cashmere sweaters truly become the next Zara or Shein?
Sep 9, 2025
•
Jason Stoffer
3
1
“Omada’s $1B IPO: Can It Slash Corporate Health-Care Costs?”
Inside the S-1: GLP-1 weight-maintenance data, soaring marketing spend, and whether Omada’s model pays off for employers.
May 29, 2025
•
Jason Stoffer
1
1
Chime S-1: From Overdraft Pain to IPO Gain: Chime’s $10B Ambition
We break down the swipe-fee economics, Durbin risk, and product flywheel behind America’s largest neobank.
May 16, 2025
•
Jason Stoffer
11
1
Hinge Health S-1
Can this virtual PT monster end the logjam for digital health IPOs?
Mar 12, 2025
•
Jason Stoffer
2
The Bell Isn’t Ringing.
Can “unicorn” mergers be an answer?
Aug 29, 2024
•
Jason Stoffer
5
1
Reddit S-1
Can the oddball of social networks be a great public company?
Mar 5, 2024
•
Jason Stoffer
3
See all
Ringing the Bell: A VC's Analysis of Consumer IPOs
The good, the bad and the ugly on the latest IPO filings. Find me on Twitter @jstoffer
Subscribe
Ringing the Bell: A VC's Analysis of Consumer IPOs
Subscribe
About
Archive
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
