Episode 132 — Successful Disappointments

Ben and James discuss IPOs, including those of Stitch Fix, SendGrid, and Blue Apron, and the importance of understanding what type of company you are.

Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (wordpress.com/exponent).

Links

• Ben Thompson: Stitch Fix and the Senate — Stratechery (stratechery.com/2017/stitch-fix-and-the-senate)

• Ben Thompson: Why (Most) IPOs are Under-Price — Stratechery Daily Update (stratechery.com/2016/coupa-ipos-and-pops-why-m…)

• Ben Thompson: Waze Winners and Losers — Stratechery (stratechery.com/2013/waze-winners-and-losers)

• Ben Thompson: SendGrid IPOs — Stratechery (stratechery.com/2017/sendgrid-ipos-the-nintend…)

• Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery (stratechery.com/2015/venture-capital-and-the-i…)

• Ben Thompson: Blue Apron Files for IPO — Stratechery Daily Update (stratechery.com/2017/blue-apron-files-for-ipo-…)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

Podcast Information

• Feed (exponent.fm/feed)

• iTunes (itunes.apple.com/us/podcast/exponent/id826420969)

• SoundCloud (soundcloud.com/exponentfm)

• Twitter (twitter.com/exponentfm)

• Feedback (stratechery.com/exponent-feedback)

• Presented by WordPress.com (wordpress.com/exponent)