detailed guide to the new era of IPO investing Typically generating a great deal of interest, excitement, and volatility, initial public offerings (IPOs) offer investors and traders with opportunities for both short-term and long-term profits. In the Third Edition of High-Profit IPO Strategies , IPO expert Tom Taulli explains all facets of IPO investing and trading, with a particular emphasis on the industries that are fueling the next generation of IPOs, from social networking and cloud computing to mobile technology. In the past year alone, many of these types of IPOs have provided enormous opportunities for nimble traders as prices have fluctuated widely for several months following the offering. This new edition reflects the new IPO environment and presents you with the insights needed to excel in such a dynamic arena. Discusses more sophisticated IPO trading strategies, explores the intricacies of the IPO process, and examines the importance of focused financial statement analysis Contains new chapters on secondary IPO markets, reverse mergers, and master limited partnerships Provides in-depth analysis of other major industries generating worthwhile IPOs Covers IPO investing from basic terms to advanced investing techniques Comprehensive in scope, the Third Edition of High-Profit IPO Strategies offers investors and traders with actionable information to profit in this lucrative sector of the financial market.
Foreword Introduction Part I: IPO Fundamentals Chapter 1: Getting IPO Shares Risk The Calendar Online Brokers Build Relationships with the Syndicate Firms Dutch Auction Buy on Secondary Markets Private Placements IPO Mutual Funds Direct Share Program Follow-On Offerings Direct Public Offerings IPOs to Avoid References Chapter 2: IPO Basics Why Do Companies Go Public? Cast of Characters References Chapter 3: IPO Process Laws that Impact IPOs Part II: IPOs for Investors Chapter 4: Finding the Best IPO Information Information to Get Your Feet Wet RetailRoadshow.com Depth IPO Information Edgar Resources Other IPO information Resources Chapter 5: Making the Sense of the Prospectus Getting a Copy of the Prospectus Main Sections Front Matter Glossary Material Qualification Requirements The Prospectus Summary Risk Factors Letter from Our Founder Market Data and User Metrics Use of Proceeds Dividend Policy Capitalization Dilution Selected Consolidated Financial Data Management's Discussion and Analysis of Financial Condition and Results of Operations Business Management Executive Compensation Certain Relationships and Related Person Transactions Principal and Selling Stockholders Description of Capital Stock Shares Eligible for Future Sale Index to Consolidated Financial Statements Miscellaneous Sections Conclusion Chapter 6: Balance Sheet Some Fundamentals The Balance Sheet The Assets The Liabilities Chapter 7: Income Statement Management's Discussion and Analysis of Financial Condition and Results of Operations (MD&A) Chapter 8: Income Statement Background Chapter 9: Risk Factors Inexperienced Management Team Need for More Financing Legal Proceedings Market and Customer Base Going Concern Competition Dual-Share Structure CEO Dependence Reliance on the Government Unproven Business Model Limited History of Profitable Operations Small Market Potential Cyclical Businesses Chapter 10: IPO Investment Strategies Neighborhood Investing Invest in What You Know Study Mutual Fund Holdings Strong Backers Analyst Coverage IPO Rules-of-Thumb Buy on the Opening or Wait for the Lockup to Expire? Buying on Margin Options Conclusion Chapter 11: Short Selling IPOs How Short Selling Works Part III: IPO Sectors Chapter 12: Tech IPOs The Cloud Social Networking Mobile Marketplaces Security Big Data Evaluating a Tech IPO Conclusion Chapter 13: Biotech IPOs FDA Approval Analyzing Biotech IPOs References Chapter 14: Finance Sector IPOs Banking Asset Managers Private Equity Firms Online Brokerages Insurance Specialized Online Financial Services Conclusion References Chapter 15: Retail Sector IPOs Conclusion References Chapter 16: Foreign IPOs Advantages of Foreign IPOs RISKS IPO Process for Foreign Deals American Depositary Receipts (ADRs) Direct Investments in Foreign IPOs Chapter 17: Energy IPOs Crude Oil Natural Gas Coal Alternative Energy Types of Energy Companies Evaluating an Energy Company IPO Master Limited Partnerships (MLPs) Chapter 18: REIT IPOs Trends in the Real Estate Market Basics of REITs Part IV: Other IPO Investments Chapter 19: IPO Funds Types of Funds Mutual Funds Exchange-Traded Funds (ETFs) Closed-End Funds Hedge Funds Fund Strategies References Chapter 20: Spin-Offs The Basics Investing in Spin-Offs References Chapter 21: Fad IPOs Spotting the Fads Knowing When to Get Out of Fad IPOs Conclusion Chapter 22: Secondary Markets, Angel Investing and Crowdfunding Pre-IPO Funding Process Accredited Investor How to Become an Angel Investor Angel Deal Structures Strategies for Angel Investing Due Diligence and the Term Sheet Secondary Markets Chapter 23: The 100X IPO The Amazon.com IPO Conclusion Appendix A: The Underwriting Process Appendix B: Analyzing the Financial Statement Items Glossary About the Author Index
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