“We went back to about 1995, collated all the data, and looked at each market, the amount of net issuance in any given year as a percentage of each market's sort of market cap in that given year.”
♫
Said on Odd Lots
“In general, the market does about 4% worse per percent of market cap that comes in in an IPO in a given year.”
Monetary Matters with Jack Farley · The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO
Play from 11:32
11:32
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What was described
stated that the market does about 4% worse per percent of market cap added via IPOs in a given year
4% underperformance per 1% market-cap added
Said nearby on the same subject
“You'll always be going to spend more in a market on a new market than you do in an existing market… 15 to 20 percent for marketing in the new market… goal is to get your marketing somewhere around 10 percent or under.”
♫
Said on Think Like an Owner
“I think the memory industry has now increased by market cap by $2.5 trillion over the last four years.”
PG
Pat Gelsinger
The a16z Show ·
“Our work accounts for, um, millions of transactions and we generate about 10% of overall volume as incremental volume, um, taken from the marketplace via our marketing activity.”
NH
Northwell Health
The Agile Brand with Greg Kihlström® | What CMOs Need to Know About Marketing Technology, AI & CX ·
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