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!"
HashiCorp IPO today
171–180 of 206 posts
Re: HashiCorp IPO today
#172Can someone explain the revenue declines in 2019? https://www.google.com/finance/quote/HCP:NASDAQ Or is this a Google Fiance Bug?
Re: HashiCorp IPO today
#173Question 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?
Re: HashiCorp IPO today
#174Earlier 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)
Re: HashiCorp IPO today
#175Earlier 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
Re: HashiCorp IPO today
#176Question 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?
Re: HashiCorp IPO today
#177Question 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?
Re: HashiCorp IPO today
#178Don't buy at IPO. Buy after the lockup expires.
Re: HashiCorp IPO today
#179Don'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%.
Re: HashiCorp IPO today
#180Earlier 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…
That's often a moderately straightforward discussion.