SPAC Boom Insights
Betsy highlights the mismatch between early-stage companies and public market expectations during the 2021 SPAC boom. She emphasizes that many of these firms, lacking proven profitability and tangible products, were not suitable for public investors at the time. The discussion suggests that only with established contracts and sales might they become appropriate for the market in the future.In this clip
From this podcast
Odd Lots
Betsy Cohen On Tech Investing and How SVB Failed Banking 101
Related Questions
Should companies always go public according to the episode 20VC: The Most Powerful Investor You Might Not Know | Why The Distinction Between Public vs Private is BS | The Misalignments Between GPs and their LPs | Portfolio Construction 101: Diversification, Capital Concentration, Loss Rates with Peter Singlehurst and the clip Going Public Insights?
Should companies always go public according to the episode 20VC: The Most Powerful Investor You Might Not Know | Why The Distinction Between Public vs Private is BS | The Misalignments Between GPs and their LPs | Portfolio Construction 101: Diversification, Capital Concentration, Loss Rates with Peter Singlehurst and the clip Going Public Insights?