Tech IPOs are back on the mind of investors ahead of Alibaba's IPO, which is expected later this month
Rascoff says that for a tech company, there are usually one or two main questions it must address ahead of its offering, and that within a couple years, these questions are usually answered for better or worse.
Since going public in back in July 2011 at $20 per share, Zillow shares have more than sextupled in value, though the stock followed Rascoff's model.
After just about two years as a public company, Zillow's stock price really took off, as the company perhaps began to answer to some investor concerns. And with this experience Rascoff offers a great perspective on the challenges Alibaba is likely to face in the coming weeks, months, and years.
Here's Rascoff's full tweetstorm (he either deleted #3 or mis-numbered his tweets).