What matters more: Your company performance, or market conditions?

Stubhub is preparing to go public (again) after initially pulling the plug back in March of 2025. A lot has changed since then. The market is up. And their performance is down. We analyze what’s going on in the capital markets, and how to think about what matters most when you’re preparing to go public.

(Read: Stubhub’s original S1 breakdown on Mostlymetrics.com)

This week’s podcast is brought to you by Campfire (www.campfire.ai)

We’ve all used legacy ERPs. Painful migrations, endless consulting fees, and even after you’re live, getting simple answers still means hours in spreadsheets.

Campfire fixes that. It’s the AI-first ERP built for modern finance and accounting teams. It's helping mid-market and enterprise teams close faster, unlock insights instantly, and scale smarter - without the additional headcount.I use Campfire myself, and it’s been a game changer for our finance workflow. The interface is intuitive, migration was quick & painless, and it's freed us up to focus on strategic work.They just raised $35 million from Accel to further reimagine ERP. That's not easy to do.

I’m excited to see how they keep reimagining this space – and you should be too.

Check them out at www.campfire.ai

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

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