Ringing the Bell: A VC's Analysis of Consumer IPOs
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“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
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Jason Stoffer
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Ringing the Bell: A VC's Analysis of Consumer IPOs
“Omada’s $1B IPO: Can It Slash Corporate Health-Care Costs?”
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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
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Jason Stoffer
9
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Ringing the Bell: A VC's Analysis of Consumer IPOs
Chime S-1: From Overdraft Pain to IPO Gain: Chime’s $10B Ambition
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March 2025
Hinge Health S-1
Can this virtual PT monster end the logjam for digital health IPOs?
Mar 12
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Jason Stoffer
1
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Ringing the Bell: A VC's Analysis of Consumer IPOs
Hinge Health S-1
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August 2024
The Bell Isn’t Ringing.
Can “unicorn” mergers be an answer?
Aug 29, 2024
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Jason Stoffer
5
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Ringing the Bell: A VC's Analysis of Consumer IPOs
The Bell Isn’t Ringing.
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March 2024
Reddit S-1
Can the oddball of social networks be a great public company?
Mar 5, 2024
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Jason Stoffer
3
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Ringing the Bell: A VC's Analysis of Consumer IPOs
Reddit S-1
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October 2023
Birkenstock F-1
Founded before America, Birkenstock could become the next iconic publicly traded brand
Oct 2, 2023
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Jason Stoffer
4
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Ringing the Bell: A VC's Analysis of Consumer IPOs
Birkenstock F-1
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September 2023
Instacart S-1
I didn't have time to write a short letter, so I wrote a long one instead
Sep 9, 2023
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Jason Stoffer
7
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Ringing the Bell: A VC's Analysis of Consumer IPOs
Instacart S-1
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July 2023
Savers Value Village S-1
The Belle of the ESG Ball
Jul 31, 2023
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Jason Stoffer
1
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Ringing the Bell: A VC's Analysis of Consumer IPOs
Savers Value Village S-1
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Oddity F-1
Is it an emerging Israel beauty behemoth or a flash in the pan?
Jul 21, 2023
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Jason Stoffer
4
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Ringing the Bell: A VC's Analysis of Consumer IPOs
Oddity F-1
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January 2022
Turo S-1
COVID turned this car rental marketplace into what can be the next shared economy behemoth
Jan 13, 2022
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Jason Stoffer
2
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Ringing the Bell: A VC's Analysis of Consumer IPOs
Turo S-1
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December 2021
Boxed and Grove SPACs
More venture bets going public well before they're predictable (or, um, ready)
Dec 9, 2021
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Jason Stoffer
3
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Ringing the Bell: A VC's Analysis of Consumer IPOs
Boxed and Grove SPACs
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November 2021
Manscaped SPAC
A $1 billion valuation for grooming down there?!
Nov 24, 2021
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Jason Stoffer
1
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Ringing the Bell: A VC's Analysis of Consumer IPOs
Manscaped SPAC
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