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HashiCorp IPO today

hashicorp.com

171–180 of 206 posts

Re: HashiCorp IPO today

#171
post #13

Congratulations Mitchell, Armon, Dave, and everyone else at Hashicorp. We made a blog post to celebrate https://about.gitlab.com/blog/2021/12/09/congratulations-to-...

"please buy us with the money!"

Maybe my Google Fu is failing me, but doesn't gitlab have double the market cap than HashiCorp right now? What money would they buy them with?

Re: HashiCorp IPO today

#173
post #35

Question to EU folks: do you see HCP at your stock broker? Out of curiosity, I checked the two stock brokers I have accounts with (Revolut and DeGiro), and it's not there yet. Do you know what EU (or French) brokers have the Nasdaq companies on the day of IPO?

BourseDirect has stocks at IPO

Re: HashiCorp IPO today

#174

Earlier quoted context omitted.

They have some many parts of spinning up/change the infrastructure (Terraform), connect the services (Consul), run the apps (Nomad) but not their own way to tell you how well they do. Also monitoring is quite sticky and high margin. I think it makes sense but have no special insight.

I'm not so sure. There's very little wrong with prometheus or influx + Grafana. We're about due another iteration of logging stuff now we've all gone graylog->splunk->elk->Loki though. (And they all suck)

The thing with Netdata is you don't make compromises on number of metrics and Cardinality as the data stay with the node. Netdata.cloud can aggregate on the fly without storing. Check it out

Re: HashiCorp IPO today

#175
post #31

Earlier quoted context omitted.

At their valuation 20-30% is literally billions of dollars. You can buy a lot of ads with a billion dollars.

A bump means people in the market are trading their shares with each other at 20-30% higher than what the company sold to the market for, that's what it means by money on the table. It's as if they sold for below market value. An IPO pop cannot immediately be turned into cash to spend, can't pay for ads with stock

GP means that you can buy ads with money you don't leave on the table; that leaving it there as a PR stunt is probably not a good move.

Re: HashiCorp IPO today

#176
post #35

Question to EU folks: do you see HCP at your stock broker? Out of curiosity, I checked the two stock brokers I have accounts with (Revolut and DeGiro), and it's not there yet. Do you know what EU (or French) brokers have the Nasdaq companies on the day of IPO?

I'm in the NL and I use Interactive Brokers, and it was available.

Re: HashiCorp IPO today

#177
post #35

Question to EU folks: do you see HCP at your stock broker? Out of curiosity, I checked the two stock brokers I have accounts with (Revolut and DeGiro), and it's not there yet. Do you know what EU (or French) brokers have the Nasdaq companies on the day of IPO?

Hargreaves Lansdown: Not seeing it.

Re: HashiCorp IPO today

#179

Don't buy at IPO. Buy after the lockup expires.

Cloudflare(NET) was ~$18 at IPO. It was ~$19 at lockup expiration 180 days later(versus nasdaq being a few percent down). If you bought at IPO you'd be up 734% but at lockup you'd be up only 688%.

Oh come on. NET stock was and is so volatile that a 5% difference is hardly anything to go by for future decisions

Re: HashiCorp IPO today

#180
post #116

Earlier quoted context omitted.

Cannot agree with this more. Single cloud has a few extraordinary benefits for slow moving organizations. Once you hang up the sign and declare "we are an xxx shop" it becomes an extraordinarily effective tool to drag unsophisticated employees and departments into the future. "Microsoft said we have to do this so we have to" overcomes a LOT of internal barriers to technical change. The biggest problems are never tech…

> "Microsoft said we have to do this so we have to" overcomes a LOT of internal barriers to technical change “Microsoft said we have to do this so we have to” is a lot of internal barriers to technical change. At least, that's what I see working in an public sector enterprise shop whose cloud transition started as involving a break from being a solid and conservative narrow Microsoft shop which is currently backslidi…

I sympathize, but what is the obstacle standing in the way of "if it's on Azure why don't we just use it?"

That's often a moderately straightforward discussion.

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