Ridge CEO @Seanfrank thinks a consumer business could be absolutely ripping right now and still have no exit window for the next 12 months because public-market investors would rather own NVIDIA. He gives the example of Oura postponing its IPO, despite an order book that was roughly 4x oversubscribed. "NVIDIA just posted the greatest quarter in human history. It’s like, why would I want to invest in [Oura]? Or Reformation or Lululemon, for that matter?” “The businesses are more durable than ever. I think they’re doing fantastic.” “But if you want to do an exit in the next 12 months, I don’t think it’s happening.” ▻
published
Ridge CEO @Seanfrank thinks a consumer business could be absolutely ripping right now and still have no exit window for the next 12 months because public-market investors would rather own NVIDIA. He gives the example of Oura postponing its IPO, despite an ord
Open the original public source →
Latest documented BWB result
See Billy's timestamped results and follow-through.
Review the latest gains posts, original timestamps, and proof images published by Banking With Billy.
Historical results are not a promise of future performance. Trading involves substantial risk.This public post is a timestamped information archive, not personalized financial advice. Alerts can change as markets move. Join Billy's private group for the complete daily stream and follow-through.