EPISODE · Jun 4, 2026 · 21 MIN
Fridays with Frank: SpaceX, Anthropic, OpenAI - what to weigh up before the AI IPO wave hits
from ASB Investment Podcast · host ASB Bank
Frank and Nigel dig into the three biggest IPOs on everyone's radar right now — SpaceX, Anthropic and OpenAI. Frank shares the framework he uses to evaluate any company coming to market: quality, growth and value. They cover why IPOs have historically been a tricky proposition for investors, what makes this particular crop of floats unlike anything seen before, and how the major indices could become forced buyers of these stocks, pushing prices in ways that may have little to do with the underlying fundamentals. Plus, Frank's simple but powerful habit that could sharpen your thinking on any investment decision.
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Fridays with Frank: SpaceX, Anthropic, OpenAI - what to weigh up before the AI IPO wave hits
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