Bailey Lipschultz (@BTLipschultz) header
Bailey Lipschultz (@BTLipschultz) profile picture

Bailey Lipschultz

@BTLipschultz

I write and talk about a wide range of things. IPOs, spins, SPACs and memes. @business @SyracuseU Alum. Views are my own [email protected] DM for Signal

bloomberg.com/authors/AS35PgNdMGI/bailey-lipschultz
Joined August 2013
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Photo by Bailey Lipschultz (@BTLipschultz)Photo by Bailey Lipschultz (@BTLipschultz)Photo by Bailey Lipschultz (@BTLipschultz)Photo by Bailey Lipschultz (@BTLipschultz)Photo by Bailey Lipschultz (@BTLipschultz)Photo by Bailey Lipschultz (@BTLipschultz)Photo by Bailey Lipschultz (@BTLipschultz)Photo by Bailey Lipschultz (@BTLipschultz)Photo by Bailey Lipschultz (@BTLipschultz)Photo by Bailey Lipschultz (@BTLipschultz)
Rob Arnott thinks the US market is frothy and expensive. He also thinks shorting it is a bad idea, since bubbles often blow off on the upside before they break. He sat down with @BloombergTV’s Open Interest to explain what to do instead, and where the firm’s new name Syzygy comes from: alignment, with the end investor first. Watch the interview with @VonnieQuinn and @BTLipschultz below. na2.hubs.ly/H07LDnL0
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Bloomberg TV (@BloombergTV) profile picture
Bloomberg TV
@BloombergTVSep 10
Syzygy Asset Management Chairman Rob Arnott says the US market looks frothy and expensive and warns that investors should not short a bubble, since bubbles can keep rising sharply before reversing bloom.bg/3FX7vFx
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Bloomberg (@business) profile picture
Bloomberg
@businessSep 3
Health and fitness ring-maker Oura filed for an initial public offering, showing soaring revenue as well as increasing losses bloomberg.com/news/articles/…
Smart Ring Maker Oura Files for US IPO as Revenue Surges

Smart Ring Maker Oura Files for US IPO as Revenue Surges

Health and fitness ring-maker Oura Inc. filed for an initial public offering, showing soaring revenue as well as increasing losses.

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Bloomberg (@business) profile picture
Bloomberg
@businessAug 30
Just after sunrise, the @NASARoman deep space telescope blasted off on a 5-year mission, one million miles from Earth. Ross Hamilton of Space Network talks with @EenaRuffini and @BTLipschultz about the universe’s mysteries this telescope could help unlock.
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Mark Gurman (@markgurman) profile picture
Mark Gurman
@markgurmanAug 25
Smart ring maker Oura is raising $3 billion to go public as early as September at a $16 billion+ valuation. Stiry with @BTLipschultz bloomberg.com/news/articles/…
Smart Ring Maker Oura Seeks Up to $3 Billion in IPO

Smart Ring Maker Oura Seeks Up to $3 Billion in IPO

Oura Health Oy, a maker of smart rings that track health, fitness and sleep, and some of its backers are seeking to raise as much as $3 billion in a US IPO, according to people familiar with the...

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Natasha Mascarenhas (@nmasc_) profile picture
Natasha Mascarenhas
@nmasc_Aug 25
News w/ @BTLipschultz & @RebeccaTorrenc5: Nvidia-backed startup Lambda is in the fundraising market, again, this time discussing a $3 billion round at as much as a $12 billion valuation. More in our story for @technology bloomberg.com/news/articles/…
AI Cloud Provider Lambda in Talks for $3 Billion Pre-IPO Round

AI Cloud Provider Lambda in Talks for $3 Billion Pre-IPO Round

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar...

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Shirin Ghaffary (@shiringhaffary) profile picture
Shirin Ghaffary
@shiringhaffaryAug 20
NEW: Anthropic expects to match or exceed the size of SpaceX's IPO, per sources, which would make it one of the largest-ever IPOs. Discussions ongoing and could change. w/ @BTLipschultz bloomberg.com/news/articles/…
Anthropic Expects to Match or Top SpaceX’s Record IPO Size

Anthropic Expects to Match or Top SpaceX’s Record IPO Size

Anthropic PBC expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from...

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Ed Ludlow (@EdLudlow) profile picture
Ed Ludlow
@EdLudlowAug 14
Breaking: Anthropic revenue (like for real) hit >$11.5 Billion in 2Q Reporting @BTLipschultz @rachelmetz positive adjusted operating income in quarter too.
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Bloomberg (@business) profile picture
Bloomberg
@businessAug 6
🎧 It's a big week for SpaceX. From debut earnings to the $101 billion stock unlock, our journalists answered questions from Bloomberg subscribers. Listen to our Live Q&A: bloom.bg/3UieCiU
Image from Bloomberg (@business)
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Rebecca Torrence (@RebeccaTorrenc5) profile picture
Rebecca Torrence@RebeccaTorrenc5Jun 18
SCOOP: Meta signs on as a major Crusoe customer. The data center startup has contracts to provide Meta with ~1.6 GW of AI compute across two data centers, sources tell us. Story w/@dinabass @KurtWagner8👇
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Bloomberg (@business) profile picture
Bloomberg
@businessJun 16
L3Harris Technologies, one of the largest US defense contractors, has selected banks to lead the initial public offering for Axyv, its missile unit, sources say bloomberg.com/news/articles/…
L3Harris Missile Arm Axyv Picks JPMorgan, Morgan Stanley for IPO

L3Harris Missile Arm Axyv Picks JPMorgan, Morgan Stanley for IPO

L3Harris Technologies Inc., one of the largest US defense contractors, has selected banks to lead the initial public offering for Axyv, its missile unit, according to people familiar with the matter.

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Bloomberg TV (@BloombergTV) profile picture
Bloomberg TV
@BloombergTVJun 12
After 18 years with Bloomberg, @CarolineHydeTV is taking on a new journey away from the hustle and bustle of news. We wish her the best in her new adventure! bloom.bg/4elgNbY
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Bloomberg (@business) profile picture
Bloomberg
@businessJun 11
BREAKING: SpaceX has made history with the biggest-ever IPO, launching it into the top ranks of the largest public companies and putting Elon Musk on the verge of becoming the world’s first trillionaire bloomberg.com/news/articles/…
SpaceX IPO Raises $75 Billion in Biggest Debut of All Time

SpaceX IPO Raises $75 Billion in Biggest Debut of All Time

SpaceX has made history with the biggest-ever IPO, sending it into the top ranks of the largest public companies and putting founder Elon Musk on the verge of becoming the world’s first trillionaire.

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Bloomberg (@business) profile picture
Bloomberg
@businessJun 11
SpaceX is poised to make history with the biggest-ever IPO, launching it into the top ranks of the largest public companies and putting founder Elon Musk on the verge of becoming the world’s first trillionaire. bloomberg.com/news/articles/…
SpaceX IPO Raises $75 Billion in Biggest Debut of All Time

SpaceX IPO Raises $75 Billion in Biggest Debut of All Time

SpaceX has made history with the biggest-ever IPO, sending it into the top ranks of the largest public companies and putting founder Elon Musk on the verge of becoming the world’s first trillionaire.

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Ed Ludlow (@EdLudlow) profile picture
Ed Ludlow
@EdLudlowMay 21
The $26.5 trillion AI market opportunity SpaceX is going after: Story with @BTLipschultz @ArroyoNieto bloomberg.com/news/articles/…
Image from Ed Ludlow (@EdLudlow)
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Ed Ludlow (@EdLudlow) profile picture
Ed Ludlow
@EdLudlowMay 13
Hearing Cerebras poised to price its IPO at $185/share. still 30mn shares reporting @TheTerminal with @BTLipschultz @Anthug
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Bloomberg (@business) profile picture
Bloomberg
@businessApr 13
United Airlines CEO Scott Kirby has floated a possible combination with American Airlines bloomberg.com/news/articles/…
United CEO Has Pitched Possible Tie-Up With Rival American

United CEO Has Pitched Possible Tie-Up With Rival American

United Airlines Holdings Inc. Chief Executive Officer Scott Kirby has floated a possible combination with American Airlines Group Inc., according to people familiar with the conversations, an...

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The Athletic (@TheAthletic) profile picture
The Athletic
@TheAthleticApr 10
It’s time, again, to hand the players a megaphone. It’s time to hear their voices. Who do NBA players think should win MVP this season? There was a clear favorite: Shai Gilgeous-Alexander.
Image from The Athletic (@TheAthletic)
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Natasha Mascarenhas (@nmasc_) profile picture
Natasha Mascarenhas
@nmasc_Apr 1
It begins. Scoop frm @BTLipschultz + @EdLudlow: SpaceX Has Filed Confidentially for IPO Ahead of AI Rivals bloomberg.com/news/articles/…

SpaceX Has Filed Confidentially for IPO Ahead of AI Rivals

SpaceX has filed confidentially for an initial public offering, according to people familiar with the matter, bringing billionaire Elon Musk’s rocket, satellite and AI company closer to delivering...

bloomberg.com
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Ed Ludlow (@EdLudlow) profile picture
Ed Ludlow
@EdLudlowMar 3
BREAKING: Its Thrive Capital and a16z leading Anduril’s fund raise. Aim is to to raise $4B at ~$60B valuation. Story @TheTerminal. Joining @BloombergTV now
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