Any SPACs we should be keeping an eye on?

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Picked up some DMYD this morning. Sports betting data

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The only ones I like right now are PSTH and TRNE.

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If you took this call you would be pretty happy now. The train is rolling

smart

Are you guys seeing these plays. Home runs. TRNE Up 50% into merger

smart

What are we thinking this week?

Just looked at QS... I sold KCAC the merger company at $15 from $11. Puke! 30k missed

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That’s my mentality. Just fun to look back to see conviction was correct

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Ipoc gik psth ghiv

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STIC

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Additional Posts in SPACs

What happens to BFT when PSFE ticker is available for trading?

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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

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Trying to grow this bowl. Not a lot of contributors but huge room for big pays coming. Good luck all. IBM it’s about to get fun

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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 to these shares so there is some premium in the price

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PSTH might come home to roost soon.... still my biggest spac. Just bought $PSFE IN long term portfolio

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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

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Increased position on WPF at 10.12. This is a .10 free stop on merger. Can elect to take $10 nav plus interest

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Went shopping this morning... spacs getting back into buyable range.

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IPOB is up 133% on the year. Would you buy IPOC right now as it’s only up 5%?

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Warrants or shares and why?

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 missing

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Another SPRQ. Already up too much.

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IPOC got deal with Kroger, Walmart, Walgreens and CVS
Reasons to Invest
• Google backed Fin Tech
• Huge Walmart, Walgreens & CVS partnership
• Joe Biden plans to lower the Medicare Age to 60
• Clover's Telehealth
• Clovers expansion plans
• AI-Machine Learning applied to Health Data
Clover health is growing 2.3x faster than their competitors
• 2023 revenue is expected to be $1.723B
• Healthcare is expected to grow $320B in the next 5 years
• This market is growing $1B

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Pretty new to investing. Can someone please explain what a SPAC is? And the difference b/w a SPAC and a VC?

How do we feel about FUSE MoneyLion merger? Response from the market seems pretty lukewarm sadly

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Bought a larger amount of FTOC warrants. 750mm checkbook fintech play with great mgmt.

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Which SPACs do people still see upside for?

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I’ll be taking a look at all the recent SPACs that had huge runs. The plan is to watch for momentum to start fading and play some puts at or around merger votes. A lot of these plays are priced to perfection on revenues 5+ years away. Will some make it big? Yes. Will some fail, yes. Also starting to watch the warrant exercise requirements. All of these have huge supply coming to market and I plan to be on the other side of the retail suckers

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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

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