Tech Initial Public Offerings Laptop and Tablet
Paul Meeks

Paul Meeks

Tech Initial Public Offerings Show Economic Disparities

Share this post

Share on facebook
Share on google
Share on twitter
Share on linkedin
Share on pinterest
Share on print
Share on email

A recent article by GeekWire was released discussing tech’s hot year with IPOs. The article talks about economic disparities, COVID-19 impact on tech, and also contains quotes from Paul Meeks. Here are some of the quotes where Paul was mentioned in the article.

“Paul Meeks, the lead portfolio manager for the Wireless Fund and a close follower of the IPO market, noted that “the analog-digital transition that began years ago has been accelerated by COVID in triple time.””

“Companies specializing in areas such as cloud computing, artificial intelligence, cybersecurity and work from home technologies have “captured the imaginations of investors just like the dot com companies did in the late 90s,” he said.”

“And while Meeks said there are some “outrageous valuations” being placed on companies completing IPOs, he thinks there’s a difference between today’s crop of new issuers and those of the late 1990s.”

If you want read the full article, check it out here: IPOs: A hot year for tech offerings shows deep economic disparities

Investment Advisory Services offered through Independent Solutions Wealth Management, LLC, an SEC Registered Investment Adviser.
All opinions expressed Paul Meeks are solely Meeks’ opinions and do not reflect the opinions of Independent Solutions Wealth Management, LLC (“ISWM”). You should not treat any opinion expressed by Meeks as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Meeks opinions are based upon information he considers reliable, but neither ISWM nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Meeks, ISWM, its affiliates and/or subsidiaries are not under any obligation to update or correct any information provided on this website. Meeks statements and opinions are subject to change without notice. No part of Meeks compensation from ISWM is related to the specific opinions he expresses. Past performance is not indicative of future results. Neither Meeks nor ISWM guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. Before acting on information, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from an investment adviser.

Share this post

Share on facebook
Share on google
Share on twitter
Share on linkedin
Share on pinterest
Share on print
Share on email
Semiconductor stocks analysis Paul Meeks

An Opportunity in Semis

A bearish call by a sell-side — I’m on the buy-side — analyst has hit semis stocks. He (in this case) didn’t quibble with the near-term positive outlook for the industry — who could with commodity chips in record short supply?

Read More »