Group 1 - The article highlights that Oshkosh Corp. (NYSE: OSK) is experiencing strong business momentum, supported by solid fundamentals, making it an attractive investment opportunity [1][2] - The investing group "Value In Corporate Events" focuses on identifying opportunities related to IPOs, mergers & acquisitions, earnings reports, and corporate capital allocation changes, covering approximately 10 major events monthly [2] - The analyst has a beneficial long position in Oshkosh Corp. shares, indicating confidence in the company's future performance [2] Group 2 - The article emphasizes the importance of execution in the investment strategy for Oshkosh Corp., suggesting that the company is on track for continued success [1] - The service provided by the investing group aims to deliver actionable ideas based on significant corporate events, which can help investors capitalize on market opportunities [2] - The article does not provide specific financial metrics or projections for Oshkosh Corp., focusing instead on qualitative assessments of the company's performance [1][2]

Tokenization & Blockchain - Tokenization of Wall Street and taking companies public on blockchains is discussed [1] - Explanation of how tokenization works today and how it will work in the future [1] - Discussion of ledgers in the context of new Layer 1 blockchains (L1s) [1] - Tokenization with Superstate Funds is a key topic [1] Markets & Finance - IPOs are a subject of discussion [1] - Treasury companies are mentioned [1] - Private stocks and public markets are discussed [1] DeFi & Startups - Early days of DeFi and its evolution are explored [1] - Founder war stories are shared [1] - Startups are a topic of conversation [1]

>> This is going to radically improve your skin. >> This has been a lifesaver. >> M&A making a comeback big deals.Union Pacific's acquisition of Norfolk Southern Baker Hughes acquisition of Chart Industries. They are fueling hopes for more momentum IPOs. By the way we talked about it here.Of course, all the time they've been performing quite well. Top names have been strong drawing strong demand. Morgan Stanley's global co-head of investment banking Eli Gross joins us now.We'll talk more about what is drivi ...

ETF Market Trends - ETFs are on pace for a record year, with over $700 billion flowing in YTD, including $120 billion in July alone [1] - The industry is projected to reach $12 trillion to $13 trillion in inflows, surpassing last year's $11 trillion record [2] - Equity ETFs have received $360 billion, while fixed income ETFs have seen $230 billion in inflows [2] - The fourth quarter is historically the strongest for ETF inflows, suggesting potential acceleration [2] - ETFs now offer exposure to various strategies, including active management, crypto, hedge fund strategies, and option strategies [2] AI and IPOs - AI is considered a significant innovation area, attracting substantial investment [5] - Companies are integrating AI into their solutions across the tech stack [6] - Companies are refining their AI narrative in preparation for IPOs, addressing investor inquiries about AI integration and potential disruption [7][8]

Group 1 - The article promotes a premium service called "Value in Corporate Events" that focuses on major corporate events such as earnings reports, M&A, and IPOs, providing actionable investment ideas [1] - The service aims to cover 10 major events each month, targeting the identification of the best investment opportunities [1] - The analyst has a beneficial long position in UFPT shares, indicating a personal investment interest in the company [1] Group 2 - The article does not provide specific financial data or performance metrics related to any companies or industries [2]

Market Trends & Regulatory Landscape - The report suggests that traditional US capital markets are declining in favor of Internet capital markets and crypto exchanges [2] - Regulatory interference is seen as detrimental to capitalist transactions, leading to less M&A activity, more complex deal structures, and increased political maneuvering [3][4] - The author argues that regulations strengthen large corporations (bigcos) by creating barriers to entry and acquisition for startups [5] Investment & Exit Strategies - Big companies (bigcos) are putting less profit into exits, resulting in less money available for tech startups [4] - The author believes that the goal of some regulators is to hinder technological advancement [5] - The VC model relies on a few successful companies to offset the failures of many blocked acquisitions [6] IPO & Crypto Markets - The author anticipates a shift towards easier IPOs via crypto, with companies listing on Internet capital markets instead of traditional exchanges like NYSE/NASDAQ [1] - The rise of Internet coins is correlated with the decline in the number of US public companies [2] M&A Dynamics - Big companies (bigcos) reduce M&A activity due to the need to budget for regulatory challenges [3] - Big companies (bigcos) are forced into complex deal structures [3] - Big companies (bigcos) prefer to fight startups rather than acquire them, often resorting to political tactics [3][4]

IPOs are a payday for insiders.Not a bargain for investors.And often a bad deal for the company too. ...

IPO Market Analysis - The IPO market may not be structurally underpriced due to competitive book-building processes and client choice among investment banks [1] - Early shareholders seek risk aversion and diversification through IPOs, necessitating a risk transfer discount for trades [1] - Concept stocks often rely on positive price charts for marketing, as a decline from day one could lead to litigation [2] - Companies with strong cash flows and secretive moats may avoid going public, signaling a belief in higher valuation through community ownership and wealth effect [2] - IPOs share similarities with ICOs, with success often driven by positive sentiment and price charts, potentially leading to product-market fit [3]

RT Strategy (@Strategy)Driving the digital transformation of IPOs with $BTC.$STRK $STRF $STRD $STRC https://t.co/ydraj0QTKt ...

Financial Performance - The company experienced 12% revenue growth and 24% EPS growth across all divisions [1] - The financial technology division saw 10% growth [2] - Capital access platforms, including the index business, experienced 9% growth, with listings and data analytics growing by 17% [2] - The data business increased by 7% due to international demand for US stocks data [12] IPO Market & Trends - There were 83 IPOs in the first half of the year, including three of the top five [3] - Large-cap companies performing well post-IPO are boosting investor confidence [4] - Biotech, tech software infrastructure, and crypto spaces are showing strength in IPOs [6][7] - Companies more dependent on the physical economy are taking longer to go public [8] Retail Investor Activity - Retail investors have been active in the market, driving recovery from the April 2nd drop [9] - Retail engagement increased in the second quarter compared to last year [11] - Retail investors are driving interest in indexes and index products [11] AI & Technology - AI is seen as a major unlock for creating new capabilities and improving client efficiency [14] - AI-powered digital workers can reduce the workload of human teams by 80% in areas like alert assessment and write-ups [16] - Tokenization is viewed as a technology similar to contracts for difference, offering financial interest without owning underlying shares [18][19]