One of which I recommended to IPO Stream Premium Members…

Medline and Andersen Group. 

If you’re into the stock market like I am, and you probably are, then you know about the buzz around MDLN and ANDG. These two absolutely crushed it, right out of the gate. 

We’re talking about debuts that didn’t just meet expectations; they blew them away, and it’s got everyone wondering if this is the spark for a monster 2026. 

I think it is.

Now, before we get further into today’s issue, and as I write this to you, sitting here in the evening of December 23, 2025…

I’m realizing that whitetail deer season is literally going to end next week…

Which has me totally bummed, as my deep freezer is only half full.

But I haven’t been solely focused on my lack of meat. No, in between climbing up and down my deer stand, and coming home empty handed more often than not…

I’ve been looking at the charts, following the ticks and news, and yeah, I’ve been paying very close attention: Since MDLN and ANDG hit the market on the 17^th, it’s been wild!

So, let's leave the deer hunting for another time, forget about my empty-looking freezer, and get back to work.

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Let’s break it down.

MDLN and ANDG just random pops, I’m convinced they’re signaling something bigger for the year ahead.

First off, Medline. This company’s been a beast in the medical supplies world for decades, privately held and quietly dominating everything from hospital gloves to surgical gear. 

They finally went public at $29 a share, and boom, investors piled in like it was free money. 

By the end of the first day, it was sitting pretty at $41, which is a solid 41.5% gain over its issue price. And it didn’t stop there; as of right now, it’s hovering around $44, pushing that return closer to 48% from the IPO price. 

Why the hype?

Well, think about it: healthcare’s exploding with all the aging populations and tech integrations in medicine. Medline’s got deals locked in with basically every major hospital chain in the US, and their supply chain is rock-solid; no more pandemic-era shortages messing things up. 

Analysts were calling this the biggest IPO of 2025 for a reason; it raised over 5 billion, and the demand was insane. 

Underwriters had to bump up the share count just to keep up. I mean, in a market where volatility’s been the name of the game, seeing a stable giant like this soar?

Yes, it’s refreshing. No drama, just smooth sailing, at least so far.

Imagine this. You open your phone to an alert. It says, “you spent $236,000,000 more this month than you did last month.”

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Then there’s Andersen Group. These guys are like the phoenix rising from the old Arthur Andersen ashes, the infamous Enron auditors…

Rebuilt as a powerhouse in tax advisory and consulting. 

They priced at $16, which felt undervalued from the jump, and the market agreed.

First-day close was around $23.50, that’s a whopping 47% pop from the offering. As of this writing, it’s still holding strong.

What’s interesting about Andersen is their pivot from “traditional” services to AI-driven tax solutions and ESG compliance.

The stuff that’s red-hot right now. Businesses are scrambling to navigate new regs, and Andersen’s got the tech to make it seamless for them. 

Remember how the original firm, Arthur Andersen, imploded back in the early 2000s?

During its reboot, they learned serious lessons from past failure and fraud, focusing on ethics and innovation instead, and investors are eating it up. 

Now, it wasn’t the massive raise like Medline – more like 2 billion – but the percentage gain?

Chef’s kiss. It’s proof that even in a crowded advisory space, if you’ve got the edge, the market rewards you, big time.

So, why am I calling these “fantastic”?

Beyond the numbers, it’s the context.

2025 is wrapping up with a bang. Interest rates finally seem to have stabilized after that Fed pivot in Q3, tech stocks rebounded, and investor confidence is climbing. 

These IPOs didn’t happen in a vacuum; they rode a wave of optimism. 

Medline tapped into the eternal demand for healthcare, which is near recession-proof, and Andersen capitalized on the corporate world’s need for smarter financial tools amid all the AI hype. 

No flops here. No Reddit-fueled meme stock nonsense, just solid fundamentals meeting eager capital. And get this: trading volume was through the roof. 

Medline saw over 78 million shares change hands on day one, and Andersen saw just under 8 million: or about $160,000,000 in dollar-volume. Impressive for a small cap.

And, of course, that’s not just from retail investors; institutions like Vanguard and BlackRock were loading up, which tells you this isn’t a flash in the pan.

But here’s where it gets exciting – this feels like just the appetizer for 2026. The pipeline’s stacked, folks. 

We’ve got whispers of tech unicorns like that quantum computing startup out of Silicon Valley prepping filings, and even some green energy plays from Europe eyeing US listings. 

With the economy humming, (GDP growth projected at 3.2% next year, unemployment around 4%) the window’s wide open for more debuts. 

Now, remember how 2021 was an IPO bonanza before things cooled off?

2026 could echo that, but smarter, with better valuations and less SPAC drama. 

Inflation’s tamed, supply chains are normalized, and AI’s integrating everywhere, boosting productivity. 

If Medline and Andersen are any indication, we’re in for a year where quality companies get rewarded, not just hyped ones. 

Expect more healthcare and fintech IPOs, maybe even some EV infrastructure firms jumping in as electric adoption creeps toward 40% market share.

Of course, nothing’s guaranteed. Markets can turn on a dime with geopolitics or whatever curveball comes next. 

But right now, the sentiment’s still bullish. So, if you’re thinking about dipping your toes in, do your homework; long-term gains come from real moats, not speculation or media hype. 

Medline’s got that distribution network that’s impossible to replicate quickly, and Andersen’s proprietary software looks like patented gold. 

For 2026, I’m betting on more of this: smart money flowing to innovative stalwarts. Keep an eye on the Nasdaq – it’s up 15% YTD, and some recent debuts are fueling the fire. 

What a way to close out 2025, right?

If this is the tone-setter, buckle up for a thrilling 2026 in the markets. Seriously, buckle up!

So, how do you best take advantage of what I firmly believe is to come?

Subscribe to IPO Stream Premium, of course!

Happy Holidays,

Tim