This video is part of our "Motley Fool Conversations" series, in which technology and media editor/analyst Andrew Tonner and industrials editor/analyst Brendan Byrnes discuss topics across the investing world.

The past 18 months witnessed a swath of Web-based startups come to market as the IPO market recovered in a big way. However, reminding investors of the tech bubble of the early 2000s, many of the companies lacked the solid fundamentals investors want but offered the prospect of tantalizing growth. Furthering the discussion, many of these companies' stock rose to nose-bleed levels after they began trading. Is this another bubble or something else? In this video, Andrew and Brendan discuss an alarming move at one of the largest of these recent IPOs. Listen on to hear exactly what has them skeptical with this IPO darling.

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