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    Shona Brown quietly joined DoorDash board of directors
    Triton
    • Feb 27, 2020
    • 1 min

    Shona Brown quietly joined DoorDash board of directors

    In an today article for Bloomberg, Drew Singer reported that food delivery startup DoorDash had appointed Shona Brown to its previously...
    The Casper IPO success
    Triton
    • Feb 10, 2020
    • 1 min

    The Casper IPO success

    In her article for Yahoo! Finance earlier today, Valentina Caval recapped the first day of trading for Casper, which opened at $14.50,...
    "Casper's IPO is a terrific outcome for everybody" - Rett Wallace
    Triton
    • Feb 7, 2020
    • 1 min

    "Casper's IPO is a terrific outcome for everybody" - Rett Wallace

    With Casper's IPO kicking off today, Triton's Rett Wallace appeared on Yahoo! Finance's On the Move livestream this morning to discuss...
    What the Casper IPO means for direct-to-consumer brands
    Triton
    • Feb 5, 2020
    • 1 min

    What the Casper IPO means for direct-to-consumer brands

    In her story today for Fortune, Lucinda Shen explored "why investors are cooling on Casper and other ‘direct-to-consumer’ brands." In...
    2019 Tech IPO Winners and Losers – Part Six of Six
    Triton
    • Jan 13, 2020
    • 2 min

    2019 Tech IPO Winners and Losers – Part Six of Six

    Clear winners and losers by company type and transaction structure. 2019 was a reckoning for the new category of mega-cap startups. The...
    2019 Tech IPO Winners and Losers – Part Five
    Triton
    • Jan 11, 2020
    • 3 min

    2019 Tech IPO Winners and Losers – Part Five

    Special Cases Worthy of Note Lyft If there was a tangible moment to mark the beginning of the IPO shakeout of 2019 it was April 1st,...
    2019 Tech IPO Winners and Losers – Part Four
    Triton
    • Jan 9, 2020
    • 1 min

    2019 Tech IPO Winners and Losers – Part Four

    Other ways to look at winning and losing It’s all about money. Issuers want capital at reasonable prices, private investors want...
    "Negative institutional discount"
    Triton
    • Jan 8, 2020
    • 1 min

    "Negative institutional discount"

    In his article today for The Wall Street Journal, Telis Demos cited Triton's "2019 Tech IPO Winners and Losers – Part Two" note on...
    2019 Tech IPO Winners and Losers – Part Three
    Triton
    • Jan 8, 2020
    • 3 min

    2019 Tech IPO Winners and Losers – Part Three

    Slack was the biggest loser of them all If issuers win by raising the most capital at the best price, and investors win by buying stocks...
    Triton
    • Jan 7, 2020
    • 2 min

    2019 Tech IPO Winners and Losers – Part Two

    Negative “pops”: overall, despite short-term gains for investors, issuers got the better of the pricing process Venture capitalists love...
    2019 Tech IPO Winners and Losers – Part One
    Triton
    • Jan 6, 2020
    • 2 min

    2019 Tech IPO Winners and Losers – Part One

    The winner (and loser) is… Uber. And… Zoom. Despite its directional uniformity and clear dispersion, the chart below of 2019’s tech IPOs...
    Disclosure was a major factor in WeWork's inability to IPO
    Triton
    • Dec 23, 2019
    • 1 min

    Disclosure was a major factor in WeWork's inability to IPO

    In an appearance today on Bloomberg TV, Triton's Rett Wallace discussed the role of WeWork's limited disclosure in its IPO prospectus as...
    The risk of direct listings
    Triton
    • Dec 18, 2019
    • 1 min

    The risk of direct listings

    In their article today for Bloomberg, Drew Singer and Jeran Wittenstein spoke with Triton's Rett Wallace to get his perspective on the...
    Bill.com capitalizing on popular trends
    Triton
    • Dec 9, 2019
    • 1 min

    Bill.com capitalizing on popular trends

    In his article today for The Wall Street Journal, Telis Demos discussed Bill.com's upcoming IPO, saying that the company "is set to...
    Alibaba and the promise of marketplace companies
    Triton
    • Nov 20, 2019
    • 1 min

    Alibaba and the promise of marketplace companies

    In an appearance today on Bloomberg TV, Triton's Rett Wallace discussed Alibaba's $11 billion dollar Hong Kong IPO. This second IPO,...
    The WeWork S-1 that could have been.
    Triton
    • Nov 12, 2019
    • 2 min

    The WeWork S-1 that could have been.

    Oh man, check out this investor deck WeWork posted the other day (and Matt Levine flagged yesterday). They had the good stuff all along...
    The expiration of the share lock-up period
    Triton
    • Oct 30, 2019
    • 1 min

    The expiration of the share lock-up period

    In his article for the Financial Post, Victor Ferreira highlights the impact on share price of the expiration of insider lock-ups on...
    Peloton and SmileDirectClub: Sign of things to come?
    Triton
    • Oct 16, 2019
    • 1 min

    Peloton and SmileDirectClub: Sign of things to come?

    In their article for Bloomberg, Bailey Lipschultz and Drew Singer cite the poor performance of recent consumer IPOs Peloton and...
    WeWork's losses accelerating in Europe
    Triton
    • Oct 11, 2019
    • 1 min

    WeWork's losses accelerating in Europe

    In an article for the Financial Times, Judith Evans reported on financial documents filed with London’s Companies House that show that...
    Market reaction to Peloton
    Triton
    • Oct 1, 2019
    • 1 min

    Market reaction to Peloton

    In this morning's Smart Beta Insights post for ETF Trends, Ben Hernandez discussed the poor first-day trading performance of Peloton, as...
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