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...
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,...
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...
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...
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...
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...
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...
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...
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,...
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...
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...
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...
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...
Sep 30, 2019 1 min The "harsh lessons" of 2019's IPOs In her article today for Fortune, Anne Sraders recapped the mixed performance of IPOs over the course of the year so far. She cites a...
Sep 27, 2019 1 min Peloton is not WeWork or Endeavor In an appearance on this morning's Squawk Box on CNBC, Triton's Rett Wallace explained how Peloton's day one trading decline could still...
Sep 25, 2019 1 min Unprofitable Companies Going Public In a long-form published piece for Bloomberg, Esha Dey, Drew Singer, Ryan Vlastelica, Kristine Owram, and Mathieu Benhamou explored the...
Sep 24, 2019 1 min WeWork's new co-CEOs In her article today for Fortune, Anne Sraders discusses the backgrounds of Artie Minson and Sebastian Gunningham, the two of whom will...
Sep 24, 2019 1 min WeWork firing Neumann doesn't fix problems with losses and opacity - Wallace In an appearance today on Bloomberg TV, Triton's Rett Wallace discussed the future of WeWork following the resignation of CEO Adam...
Sep 20, 2019 1 min Rett Wallace on Bloomberg Surveillance Podcast In the Bloomberg Surveillance podcast published earlier today, Triton's Rett Wallace appeared alongside Tom Keene to discuss WeWork's...
Sep 11, 2019 1 min Peloton - A Shining Example of Good Disclosure In an appearance on this morning's CNBC Squawk Box, Triton's Rett Wallace compared the key metric disclosure in Peloton's IPO prospectus...
Sep 6, 2019 1 min The Worry about WeWork In his Bloomberg Opinion piece today, Matt Levine said about WeWork "I have argued before that the We Co., formerly WeWork Co., is a...
Sep 5, 2019 1 min Peloton vs WeWork for Recouping Customer Acquisition Cost In today's Axios Edge newsletter, Felix Salmon compares the S-1 filing of Peloton to WeWork. Though both companies are similar in...
Sep 5, 2019 1 min Too expensive at half price In his article today discussing the rumored valuation cut facing WeWork, Bloomberg's Drew Singer spoke with two investors who felt that,...
Sep 5, 2019 1 min "WeWork is exhausting people’s cynicism" In their article for The Wall Street Journal this morning, Maureen Farrell and Eliot Brown reported that WeWork's CEO Adam Neumann met...
