Comments on: Sample Companies http://www.ipo-dashboards.com/wordpress all about ipos Mon, 26 Apr 2010 20:29:32 -0700 http://wordpress.org/?v=2.9.2 hourly 1 By: Christian Chabot http://www.ipo-dashboards.com/wordpress/top-100/comment-page-1/#comment-428 Christian Chabot Tue, 03 Nov 2009 00:20:05 +0000 http://ipo-dashboards.com/?page_id=278#comment-428 Phil, Yes the Nasdaq adjusting helps control for the second point. On the first point, I just cut the numbers as a simple average of the surviving stocks at any given point. I see your point that it might be better to run that study as a basket of investments so that the failures stick with you. Project for another day! Phil,

Yes the Nasdaq adjusting helps control for the second point. On the first point, I just cut the numbers as a simple average of the surviving stocks at any given point. I see your point that it might be better to run that study as a basket of investments so that the failures stick with you. Project for another day!

]]> By: Phil Heinrich http://www.ipo-dashboards.com/wordpress/top-100/comment-page-1/#comment-424 Phil Heinrich Wed, 28 Oct 2009 15:17:41 +0000 http://ipo-dashboards.com/?page_id=278#comment-424 Sorry -- missed the NASDAQ adjustment, which addresses the second point. The spectacular gains of a couple of the big winners also likely addresses the first point. Sorry — missed the NASDAQ adjustment, which addresses the second point. The spectacular gains of a couple of the big winners also likely addresses the first point.

]]> By: Phil Heinrich http://www.ipo-dashboards.com/wordpress/top-100/comment-page-1/#comment-423 Phil Heinrich Wed, 28 Oct 2009 15:11:55 +0000 http://ipo-dashboards.com/?page_id=278#comment-423 How did you account for some companies going out of business or being taken private prior to the end of the 2000-day period? I noticed that PWC had a couple of dogs that failed early. Given the huge upswing in PWC in the last 1,000 days, it appears that the dogs did not factor in to the calculations after they disappeared from the sample. Perhaps it could be taken into account by using returns on a dollar invested in the basket of stocks for each auditor Also, how much of PWC's success is based on timing -- having the good fortune (or wisdom) of being the auditor for stocks that took advantage of the upswing in the tech market during the 2000-day period, without suffering from the subsequent downturn? How did you account for some companies going out of business or being taken private prior to the end of the 2000-day period?

I noticed that PWC had a couple of dogs that failed early. Given the huge upswing in PWC in the last 1,000 days, it appears that the dogs did not factor in to the calculations after they disappeared from the sample. Perhaps it could be taken into account by using returns on a dollar invested in the basket of stocks for each auditor

Also, how much of PWC’s success is based on timing — having the good fortune (or wisdom) of being the auditor for stocks that took advantage of the upswing in the tech market during the 2000-day period, without suffering from the subsequent downturn?

]]> By: What Will it Take to Go Public in 2012? http://www.ipo-dashboards.com/wordpress/top-100/comment-page-1/#comment-162 What Will it Take to Go Public in 2012? Fri, 11 Sep 2009 16:48:54 +0000 http://ipo-dashboards.com/?page_id=278#comment-162 [...] once again going public, to exuberant reception. The data shown in the visualization are based on a sample of publicly traded software companies. In the “Not Profitable” section you can see the [...] [...] once again going public, to exuberant reception. The data shown in the visualization are based on a sample of publicly traded software companies. In the “Not Profitable” section you can see the [...]

]]> By: Christian Chabot http://www.ipo-dashboards.com/wordpress/top-100/comment-page-1/#comment-24 Christian Chabot Wed, 26 Aug 2009 16:04:22 +0000 http://ipo-dashboards.com/?page_id=278#comment-24 Yes the study is based on the top 100 public software companies as of Q1-2009. The idea is that it's a good sample of successful companies. I'd like to do a follow on study of the top 100 ever, which includes Lotus of course. Do you still have a copy of the S1? It would be fun to read, and I'll use it as the excuse to start the broader study that includes acquired companies. Yes the study is based on the top 100 public software companies as of Q1-2009. The idea is that it’s a good sample of successful companies. I’d like to do a follow on study of the top 100 ever, which includes Lotus of course. Do you still have a copy of the S1? It would be fun to read, and I’ll use it as the excuse to start the broader study that includes acquired companies.

]]> By: Mitch Kapor http://www.ipo-dashboards.com/wordpress/top-100/comment-page-1/#comment-21 Mitch Kapor Wed, 26 Aug 2009 15:33:40 +0000 http://ipo-dashboards.com/?page_id=278#comment-21 You left out Lotus Development Corp., which I founded in 1982. Sales in 1983 were $53M. Lotus had a successful IPO in august 1982. You left out Lotus Development Corp., which I founded in 1982. Sales in 1983 were $53M. Lotus had a successful IPO in august 1982.

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