This Week in Startups Growth stocks, Inflation impacts, SPACs & more with Beth Kindig & Knox Ridley from I/O Fund | E1281
Sep 10, 2021
Analysts Beth Kindig and Knox Ridley from I/O Fund dive deep into top growth stocks and market dynamics. They discuss the rise of SPACs and the critical need for solid risk management strategies. Roku's impressive advertising evolution and its competitive edge in streaming against giants like Apple and Amazon take center stage. The duo also explores job market shifts post-pandemic, the complexities of investing in tech, and emerging opportunities in AI and ad tech, all while cautioning against overvalued stocks.
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SPACs as Early-Stage Tech
- SPACs offer early-stage tech investment opportunities, but require a different skill set due to messy financials.
- Treat SPAC investments like seed or Series A rounds with high risk and potential reward.
SPAC Risk Management
- Evaluate companies going public with little proven data by implementing a risk management plan and exit strategy.
- Don't solely rely on price data; consider the company's fundamentals and market conditions.
STEM Investment
- The I/O Fund invested in STEM, a battery optimization software company, via a SPAC.
- STEM was attractive due to achieving revenue guidance, having no debt, and addressing a significant energy waste problem.