#38: 8 IPO Investing Mistakes That Will Ruin Your Portfolio! (and How to Avoid Them).
Description
Episode #38: Craig walks through the eight most common IPO investing mistakes, using 2025 IPOs to illustrate how we can avoid future investing mishaps.Avoid these mistakes that can ruin your annual returns.
(free download - "The IPO Process" One-Pager)
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Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
(0:00 ) Intro
(0:37 ) Why Invest in IPOs?
(1:34 ) IPOs are Speculative
(2:10 ) Mistake #1 IPO Not Business
(4:42 ) Mistake #2 Not Reading the S-1
(5:16 ) SEC Filing Key Components
(8:16 ) Mistake #3 Expecting Access
(9:56 ) Mistake #4 Misreading Demand Signals
(13:02 ) IPO Pricing Example
(13:55 ) IPO Trap
(14:27 ) Mistake #5 Chasing Overvalued IPOs
(16:33 ) Mistake #6 Not Selling Overvalued IPOs
(17:35 ) Figma IPO Performance
(18:12 ) Circle IPO Performance
(19:42 ) IPO Selling Strategy
(20:17 ) Mistake #7 Holding Losers
(21:45 ) Venture Global IPO Example
(22:20 ) Mistake #8 Ignoring the Flipping Policy
(22:37 ) Robinhood IPO Flipping Policy
(23:13 ) SoFi IPO Flipping Policy
(23:13 ) Public IPO Flipping Policy
(24:01 ) Why are There IPO Flipping Policies
(24:38 ) Fidelity IPO Flipping Policy
(25:30 ) Recap 8 Common IPO Investing Mistakes
United States
