Episode 49: The Stitch Fix IPO

Ben and David dive into the most talked-about tech IPO of 4Q 2017: Stitch Fix. After downsizing the offering and pricing below the range, does this signal a warning that public markets won’t value high-flying silicon valley “disruptors” as high as VCs hope? Or is this a textbook example of a great return for a disciplined management team and well-run company? Most importantly, what happens next? Tune in for our heroes’ take. Sponsors: Sierra: https://bit.ly/acquiredsierra Sentry: https://bit.ly/acquiredsentry Anthropic: https://bit.ly/acquiredclaude25 Vanta: https://vanta.com/acquired More Acquired! Get email updates with hints on next episode and follow-ups from recent episodes Join the Slack Subscribe to ACQ2 Merch Store ! © Copyright 2015-2025 ACQ, LLC Carve Outs: Ben: The iPhone X David: Coach Wooden and Me: Our 50-Year Friendship On and Off the Court