
Our monthly IPO Rewind report provides insight into promising companies that are newly public within the past two years. Using our stringent O’Neil Methodology (OM) allows us to uncover IPO stocks that have tremendous growth potential and strong stories that have the potential to become big winners. We delve into each stock’s growth story, review company information including a CEO profile, and examine stock characteristics and movement through the OM lens on a marked up Datagraph. By examining recent IPOs, we can identify the next generation of outperformers early. But our OM takes the analysis further—pinpointing the most optimal buy point for each stock, so you can capture more of its price run and generate greater alpha for your portfolio.

“IPO Rewind is a great way for clients to find future winners. By looking at recent IPOs, we identify great stocks very early in their journeys.”

We analyze IPOs from the last 24 months—giving stocks the time to form proper basing patterns and release several quarters of earnings information.

We look for recent IPOs that still fit the fundamental profile of our rigorous O’Neil Methodology—and therefore offer the most growth potential.