$Allbirds (BIRD.US)$ Great shoes, risky stock. Wouldnt buy for a while yet.
Most recent fashion float i can remember is Dr Martens which is trading -18% since their January float.

$Allbirds (BIRD.US)$It IPOed at 2B and while their revenue is increasing, they are not scaling nearly to the level they need to be in order to justify a 2B valuation. Could definitely swing up because it is a recognizable name but don’t keep your money in it

$Allbirds (BIRD.US)$ 基本面一窍不通，这不是巴菲特/门格的投资方式。但我关注男士时尚，而旧金山湾区有太多有钱的人和穿着丑陋羊毛运动鞋的人构成的范图几乎是一个完美的圆圈。这支股票可能在IPO上市后会有很大的涨幅。一旦交易开始，这也值得关注作为未来盈利的投资，因为我敢打赌华尔街对一个外表丑陋的鞋类公司拉入的金额会感到惊讶。

$Allbirds (BIRD.US)$ I'm not going to overthink this one. They always underprice the IPO's before they start trading. That's how they get the initial shares sold to the privileged few who get the shares before the rest of us. So, the original $15 share price is artificially low and is not a realistic valuation.
So we have a super-cool company backed by a super-cool Hollywood elite actor (Leo DeCaprio) and others... The IPO is based on the measly revenues they have reported as a private company. My guess is the IPO will create some buzz around the company, and then they will make some high profile partnership deals that will get everyone excited.
I don't think profits matter anymore the way everyone seems to be investing in companies that don't earn any money and won't for years, if ever... They don't seem to care. All that matters is revenue growth. So coming off the small numbers they had as a private company and with the hollywood elite being very happy with them, it seems like they will put up the necessary revenue growth to propel the stock upward. There's not that many shares out, so it wouldn't take much to move this one up.
With no real idea what they will do for revenues or profit, it's a play on how cool the company is. I like anything that's a notch above the cheap crap that other companies are putting out. The footwear business for the most part is like putting Kraft Mac & Cheese shoes on your feet...the cheapest, crappiest ingredients you can use and still call them shoes... Allbirds is going the other direction, controlling a quality supply chain and taking care of what goes into them. It's like they are the Beyond Meat of the shoe business, I guess....something better for you maybe is the goal...
So, I picked up a few shares and if it drops, I will grab a few more and see what happens... This one is more of a gut feeling, not the value based opinions I often rely on. I put it in with my Dutch Bros IPO call....

$Allbirds (BIRD.US)$ The pop in share is not good. Hopefully corrects. That said, if you have 4 - 5 yrs horizon; this will really do well. Am in as I only buy their shoes now; dont mind paying the premium. So much better than $耐克 (NKE.US)$ ; long $Allbirds (BIRD.US)$ .

If you can only buy one US consumer stock, which one will you buy? $Lululemon Athletica (LULU.US)$ $Allbirds (BIRD.US)$ $好市多 (COST.US)$ $可口可乐 (KO.US)$

$Allbirds (BIRD.US)$ initially priced its shares between $12 and $14.
However, yesterday the company announced it had raised its IPO price to $15 per share.
At nearly $30 per share at the time of writing, BIRD stock has certainly had quite the opening day.
The company sold more than 20 million shares at the $15 level, raising $303 million in aggregate proceeds.
Investors appear to like the tech-related exposure this retail stock has.
The company’s valuation at $15 per share was roughly 9-times sales based on the previous quarter.
This valuation has gotten a big boost today, with investors seemingly thinking the company undervalued itself.

$Allbirds (BIRD.US)$ 今年早些时候，发布的数据显示，全球消费者中有66%表示他们愿意为可持续生产的商品付更多的钱。这对Allbirds等公司来说是个好消息。可持续性正在超越时尚界，即使像这样的公司也在重视。 Allbirds处于良好位置，将继续革新鞋类。任何对时尚看好的人都应该密切关注。 $H&M(ADR) (HNNMY.US)$ 今年早些时候，发布的数据显示，全球消费者中有66%表示他们愿意为可持续生产的商品付更多的钱。这对Allbirds等公司来说是个好消息。可持续性正在超越时尚界，即使像这样的公司也在重视。 Allbirds处于良好位置，将继续革新鞋类。任何对时尚看好的人都应该密切关注。