Reallocated some of my WPF position to PSFE. They are post SPAC merger but both will be long term holds for me.
PSTH might come home to roost soon.... still my biggest spac. Just bought $PSFE IN long term portfolio
Rumors of IPOF getting Equinox. Thoughts?
How do you value a SPAC that has an acquisition target identified? Shouldn’t the market cap of the SPAC = ownership interest in the acquisition x market value of acquisition x some risk %? What am I m…
Also added back IPOF this morning. Chamath is too much of a promoter to let this one die. Keeping an eye on IPOE and open for further downside
My latest SPAC add is HZON. This is in talks with sport trader, a leader in supplying data to sports gambling platforms. Large valuation in place already if deal goes through but likely 20-25% upsid…
$AVAN which has been mentioned here a couple of times is currently at $9.78... at below $10 isn’t this essentially a risk-free investment? Also, what are people’s thoughts on $AVAN in general - it’s E…
Do we think this market is just like oct / november with tons of opportunities? Or would realistic valuations returning crush the easy money in the SPAC world
Trimmed some psth this morning. I don’t like that stripe did a $100b raise without needing ackman. I think this merges with a long term winner but will be able to add back at lower prices before me…
Here is difference of thinking. I trimmed a lot of my adds from yesterday and this morning. These things. Ounces too fast too strong. I always sell into strength and buy weakness
Ev bubble finally bursting. This rout will separate froth from long term plays. What are LT spacs or EV stocks you are doubling down. Hopefully another 15-20% correction in EV will be healthy.
Tax Senior Manager and Bowl Creator have thrown out WPF, SVOK, and AVAN recently. With these all barely above $10 (and SVOK actually temporarily below), what’s the downside to investing in these? Am I…
Increased position on WPF at 10.12. This is a .10 free stop on merger. Can elect to take $10 nav plus interest
If you read my posts from 2 weeks ago you would have made a lot of money taking profits. I even identified specific ones that would go down. Some of them down 30-50%. Let’s keep dialogue open and…
SPAC bubbles are popping everywhere. Premiums being pulled out here pre deals. Becareful out there. None are safe. I will be selling puts in psth if it opens below 28
Where is everyone? Let’s get some ideas flowing.
Honestly, I am sitting over here in Europe and despite I work in M&A Tax (yes, I know not a real finance thing), I have no idea how to find these awesome SPACs. TELL ME please.
I am selling into these pops on psth. 50/50 chance the target disappoints the stripe crew and it dips hard. I’ll be buying a bunch of that is the case. Beware- 2/9th warrants are still attached …
HOL is going to break a lot of hearts on the way down. I hope they pump all the way into 2nd quarter. Also hoping options get added for my put play
Spacs to this point have been the easiest money you could make. Beware of 2021 As i feel even the top spacs get some pressure. Stick with good management and companies.
How do we feel about FUSE MoneyLion merger? Response from the market seems pretty lukewarm sadly
Spacs on sale. Buy good management
Which SPACs do people still see upside for?
Another SPRQ. Already up too much.
Well TSIA already up 100%. I’ll pass on this one
Up 200% on CCIV warrants and no DA or LOI yet 🥴
FTOC rumored Payoneer. My warrants hugeeee