Everett Randle

speaker

1,301 appearances 6 recordings 1 series first heard Apr 2025 last heard 16 Jul

Everett Randle’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Nov 2025 with 2.

Appearances

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TBPN · TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black · 16 Jul 2026 podcast

The actual IPO, one, it didn't do well.

Yeah.

I think the share price was like stuck at like $8 for, for like a year or two or three years.

It took a while for it to take off.

So you didn't, you didn't have nearly as much money.

It's funny.

I actually went back.

I remember in, in I think in, in like 2024, 20, yeah, 24.

So a couple of years ago,

I was like, I want to go back and read.

What were we doing?

Were we all high?

What was going on?

Were we just drunk?

That was a crazy moment.

But I was like, OK, this is what was going on.

If I was to go back and read investment memos,

and put myself in my mind then, and not me, but just the industry's mind, was this all rational?

And I think that the really tough part about 2020 and 2021 was that from the last two decades before then, all of these trends that we were investing behind were very secular.

So if you...

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