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Ringing the Bell: A VC's Analysis of Consumer IPOs
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StubHub S-1: Fans hate the fee; investors love the float
Fans loathe StubHub’s fees—but that pain funds a cash‑rich, trust‑driven marketplace. The IPO asks a simple question: will investors pay a premium for a…
Sep 16, 2025
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Jason Stoffer
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Quince: The Hottest One-Stop Dupe Shop
Can a company built on $50 cashmere sweaters truly become the next Zara or Shein?
Sep 9, 2025
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Jason Stoffer
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“Omada’s $1B IPO: Can It Slash Corporate Health-Care Costs?”
Inside the S-1: GLP-1 weight-maintenance data, soaring marketing spend, and whether Omada’s model pays off for employers.
May 29, 2025
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Jason Stoffer
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Chime S-1: From Overdraft Pain to IPO Gain: Chime’s $10B Ambition
We break down the swipe-fee economics, Durbin risk, and product flywheel behind America’s largest neobank.
May 16, 2025
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Jason Stoffer
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Hinge Health S-1
Can this virtual PT monster end the logjam for digital health IPOs?
Mar 12, 2025
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Jason Stoffer
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The Bell Isn’t Ringing.
Can “unicorn” mergers be an answer?
Aug 29, 2024
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Jason Stoffer
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Reddit S-1
Can the oddball of social networks be a great public company?
Mar 5, 2024
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Jason Stoffer
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Birkenstock F-1
Founded before America, Birkenstock could become the next iconic publicly traded brand
Oct 2, 2023
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Jason Stoffer
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Ringing the Bell: A VC's Analysis of Consumer IPOs
The good, the bad and the ugly on the latest IPO filings. Find me on Twitter @jstoffer
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Ringing the Bell: A VC's Analysis of Consumer IPOs
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