#071: The $100 Billion Club

ByCraig Stephens Updated:

Three private companies recently passed the $100 billion valuation (“hectocorns”) threshold.

Is it possible (or smart) to invest in Anduril, Revolut, and Blue Origin with so much growth already in the past?

Jersey Mike’s IPO disappointed retail investors who participated. Investors blame lack of share scarcity and private equity ownership.

Fundrise surprised VCX investors by accelerating the post-listing lockup expiration date to August 14th.

What else is new with the public venture funds (RVI, DXYZ, ARKVX, USVC), and how are they performing against their net asset values (NAV)?

In IPO Radar news, the Boring Company fundraises, Nvidia invests in Safe Superintelligence (SSI), and Whatnot looks to double its valuation.

ANDURIL, BLUE ORIGIN, and REVOLUT are Worth $100+ Billion - Can you Invest?
  • 0:00 Intro
  • 0:32 JKME IPO
  • 2:55 $100 Billion Club
  • 3:28 Revolut Valuation
  • 4:33 Revolut Tender Offer
  • 4:55 Revolut IPO Timing
  • 5:40 Blue Origin Valuation
  • 7:29 Anduril $100 Billion Round
  • 8:39 Anduril Valuation (Pushback)
  • 11:52 Anduril IPO Prospects
  • 12:26 Other Club Members
  • 13:10 Opportunities to Invest
  • 14:25 VCX Lockup Expiration Date
  • 15:59 VCX Computershare Transfer
  • 18:24 VCX vs. DXYZ NAV Charts
  • 19:28 VC NAV (Net Asset Value)
  • 19:53 Robinhood RVI NAV
  • 20:34 Long-Term Investments
  • 20:57 NAV Conundrum
  • 22:03 IPO Radar
  • 22:13 Boring Company Valuation
  • 24:07 Convergence Premium
  • 25:35 Opportunities to Invest
  • 26:03 NVDA + Safe Superintelligence
  • 26:51 SSI Valuation
  • 28:23 No Product or Revenue Planned
  • 29:11 Whatnot Funding Round
  • 31:30 Outro

Disclosures: At the time of recording, the host is long VCX restricted shares and the Fundrise internet public offering (iPO). Access IPOs is an affiliate partner with Fundrise, and VCX is a paid sponsor of the Access IPOs podcast. At the time of recording, the host is also long RVI, ARKVX, and SPCX. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk.

 
 

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