Archive - Ringing the Bell: A VC's Analysis of Consumer IPOs

“Omada’s $1B IPO: Can It Slash Corporate Health-Care Costs?”

Inside the S-1: GLP-1 weight-maintenance data, soaring marketing spend, and whether Omada’s model pays off for employers.

May 29 •

Chime S-1: From Overdraft Pain to IPO Gain: Chime’s $10B Ambition

We break down the swipe-fee economics, Durbin risk, and product flywheel behind America’s largest neobank.

May 16 •

March 2025

Hinge Health S-1

Can this virtual PT monster end the logjam for digital health IPOs?

Mar 12 •

August 2024

The Bell Isn’t Ringing.

Can “unicorn” mergers be an answer?

Aug 29, 2024 •

March 2024

Can the oddball of social networks be a great public company?

Mar 5, 2024 •

October 2023

Birkenstock F-1

Founded before America, Birkenstock could become the next iconic publicly traded brand

Oct 2, 2023 •

September 2023

I didn't have time to write a short letter, so I wrote a long one instead

Sep 9, 2023 •

July 2023

Savers Value Village S-1

The Belle of the ESG Ball

Jul 31, 2023 •

Is it an emerging Israel beauty behemoth or a flash in the pan?

Jul 21, 2023 •

January 2022

COVID turned this car rental marketplace into what can be the next shared economy behemoth

Jan 13, 2022 •

December 2021

Boxed and Grove SPACs

More venture bets going public well before they're predictable (or, um, ready)

Dec 9, 2021 •

November 2021

A $1 billion valuation for grooming down there?!

Nov 24, 2021 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts