I’ve only partaken in s few IPOs this year but the one I’m most excited about is BEKE. The Chinese real estate market is still very much bogged down by clunky traditional practices and there are a few companies spearheading the transition into an online one-stop shop, and transforming the landscape and the way the country perceives the housing industry. KE Holdings/Beike currently have the number 1 market share.
Whether that remains is anyone’s guess. I’m not sure this a 20yr champion but certainly the next 5 to 10 could be interesting given the size of the Chinese RE market and its plans for growth.
@Ayaz, "Upon completion of the proposed transaction, Gores Metropoulos will change its name to Luminar Technologies, Inc. and will be listed on the Nasdaq under the new ticker symbol “LAZR”. "
Bought Unity not long after IPO. Cost basis $82.80. Believe the company has a bright future with the trends of gaming, AR/VR and the opportunity to expand into new verticals, such as architecture and construction. Stock price is too high imo but I’m in it for the long haul, so won’t sell until the thesis changes.