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📈 The IPO cohort outperforms the S&P after listing

Newly public quality companies beat the index post-IPO — the Goldman study of 4,500 IPOs shows the IPO cohort as an index outperforming by 10-15 points, so holding rather than distributing at the lockup is the right call.

0 CONVICTION
peaked 33.8 EMBER
DORMANT
band
▲ LONG IPO
expression · bullish equities
MISS
outcome · R -52.5% · α -41.8%
2022-07-03
window closed

also touching these tickers, same direction: 2026 is the year of mega-IPOs 6 (IPO)

⚖ Why this verdict

fully deterministic — evaluate.py replays this from daily closes; nothing below is editable or hand-set

  1. Window: 2021-07-03 → 2022-07-03 — first mention + 12-month horizon, then the window locks.
  2. The call: ▲ LONG IPO (primary play). IPO fell 52.5% over the window → direction-adjusted R = -52.5% (the call lost money).
  3. Benchmark: holding SPY over the same window returned -10.7%α = -52.5 − (-10.7) = -41.8% — what this call made or lost against just owning the index. This is the number the verdict uses.
  4. Rule fired:
    · HIT — R ≥ +10% AND α ≥ +5
    · PARTIAL — R ≥ +5% OR α ≥ 0
    ▶ MISS — everything else
  5. Credit: supporters of a MISS earn 0 each, opposers the inverse — this feeds the scoreboard weights. supported: Friedberg, Sacks

Conviction timeline

bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15

Plays vs SPY · % since first mention (2021-07-03)

Plays

expressionsymbolkindrelevancerationale
▲ LONG IPOetf PRIMARY Renaissance IPO ETF is the direct index expression of the recent-IPO cohort
▲ LONG FPXetf adjacent IPOX-100 US new-issue index, longer holding window than IPO ETF

Mention log

Friedberg
Friedberg equities w=0.87 · n=120 · E38 (2021-07-03) · sentiment · strength 2 ▶ 26:12 SUPPORT
“But that they basically highlighted that IPOs as an index generally outperform the market over some period of time, whether it's one year or three years. And so if you have access to those IPO shares, assume you're a venture investor, you can beat the S&P by 10, 15 points, just generally without having any thought about the business itself or the company itself.”
Sacks
Sacks equities w=0.89 · n=96 · E38 (2021-07-03) · sentiment · strength 2 ▶ 27:08 SUPPORT
“Well, look at Square. Look at Square. I mean, Square had all like most of the appreciation happened in the public markets. I think Sequoia held on to their Square shares, did way, way, way better because nobody sold effectively for several years.”

Who built this conviction

each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement

Sacks
Sacks w=0.89
1 scoring event · 52% of moves
+17.7 → net +17.7
Friedberg
Friedberg w=0.87
1 scoring event · 48% of moves
+16.0 → net +16.0

⏳ decay drained -28.2 over the idea's life — that's time passing, attributed to no one

Score events

episodekindΔafternote
E38 2021-07-03 init +17.7 17.7 E38 born by Sacks (sentiment x2) [w=0.89]
E38 2021-07-03 reinforce +16.0 33.8 E38 Friedberg support x2 (new voice) [w=0.87]
E39 2021-07-09 decay -1.4 32.4 E39 silent
E40 2021-07-16 decay -1.3 31.1 E40 silent
E41 2021-07-23 decay -1.2 29.9 E41 silent
E42 2021-07-30 decay -1.2 28.7 E42 silent
E43 2021-08-06 decay -1.1 27.5 E43 silent
E44 2021-08-28 decay -1.1 26.4 E44 silent
E45 2021-09-04 decay -1.1 25.4 E45 silent
E46 2021-09-14 decay -1.0 24.4 E46 silent
E47 2021-09-18 decay -1.0 23.4 E47 silent
E49 2021-10-02 decay -0.9 22.4 E49 silent
E50 2021-10-09 decay -0.9 21.5 E50 silent
E51 2021-10-16 decay -0.9 20.7 E51 silent
E52 2021-10-23 decay -0.8 19.9 E52 silent
E53 2021-10-30 decay -0.8 19.1 E53 silent
E54 2021-11-06 decay -0.8 18.3 E54 silent
E55 2021-11-13 decay -0.7 17.6 E55 silent
E56 2021-11-20 decay -0.7 16.9 E56 silent
E57 2021-12-04 decay -0.7 16.2 E57 silent
E58 2021-12-11 decay -0.6 15.5 E58 silent
E59 2021-12-17 decay -0.6 14.9 E59 silent
E60 2021-12-23 decay -0.6 14.3 E60 silent
E61 2021-12-29 decay -0.6 13.8 E61 silent
E62 2022-01-08 decay -0.6 13.2 E62 silent
E63 2022-01-15 decay -0.5 12.7 E63 silent
E64 2022-01-22 decay -0.5 12.2 E64 silent
E65 2022-01-29 decay -0.5 11.7 E65 silent
E66 2022-02-05 decay -0.5 11.2 E66 silent
E67 2022-02-12 decay -0.4 10.8 E67 silent
E68 2022-02-19 decay -0.4 10.3 E68 silent
E70 2022-02-24 decay -0.4 9.9 E70 silent
E71 2022-03-05 decay -0.4 9.5 E71 silent
E72 2022-03-19 decay -0.4 9.1 E72 silent
E73 2022-03-26 decay -0.4 8.8 E73 silent
E74 2022-04-01 decay -0.4 8.4 E74 silent
E75 2022-04-09 decay -0.3 8.1 E75 silent
E76 2022-04-16 decay -0.3 7.8 E76 silent
E77 2022-04-23 decay -0.3 7.5 E77 silent
E78 2022-04-30 decay -0.3 7.2 E78 silent
E79 2022-05-07 decay -0.3 6.9 E79 silent
E80 2022-05-13 decay -0.3 6.6 E80 silent
E81 2022-05-23 decay -0.3 6.3 E81 silent
E82 2022-05-24 decay -0.3 6.1 E82 silent
E84 2022-06-24 decay -0.2 5.8 E84 silent
E85 2022-06-30 decay -0.2 5.6 E85 silent