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Downtown Josh Brown

πŸ‘€ Speaker
2743 total appearances
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Appearances Over Time

Podcast Appearances

The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

But so then let me, so then let me tease this out.

2751.047 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

If you, if that's your take, like

2753.851 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

If it's a 10-year hold, I'll take SpaceX IPO, which I think I agree with.

2756.765 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

Just buy it in the aftermarket then.

2761.45 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

You're holding it for 10 years anyway.

2763.052 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

So that's why I think the IPO is going to work because I think that's the conclusion a lot of people will reach is this might be the dumbest of dumb ass prices that I'm about to pay, but whatever, I'm going to hold it for 10 years anyway.

2765.574 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

If enough people have that mentality, and I think they will, I think there'll be support for this.

2780.07 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

Well, guess what?

2784.875 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

I could end up looking like an idiot on Friday, but that's what I think.

2785.756 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

I like this better.

2811.048 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

I think it's a worthy experiment.

2811.669 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

I think this, so we just talked about this with the last big IPO, Cerebrus.

2812.871 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

That was the test run.

2817.958 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

And it's too early to know anything because nobody's been unlocked.

2819.82 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

But that was the first time they did a five-week unlock.

2823.225 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

Now, when you do a direct listing, which-

2826.81 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

There were some technology companies in the last few years that did a direct listing.

2831.234 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

Spotify?

2835.279 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

I think Spotify is a big one.

2836.84 View full episode β†’
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

A bunch of software companies did this because they had already raised enough money in the private market that they didn't need to sell new shares.

2838.422 View full episode β†’