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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I’ll try to get on this soon. Been busy with work and life over the holiday season.

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Looks like big day 1. Crush on most spacs. Will look for deals now. Fair value to nav is coming in a bit.

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This would be awesome, thank you!

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Additional Posts in SPACs

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

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Which SPACs do people still see upside for?

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

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Any thoughts on VOSO and CND?

Thoughts on TPGY and EVBox?

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Reallocated some of my WPF position to PSFE. They are post SPAC merger but both will be long term holds for me.

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Anyone holding $APXT?

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PSTH - keep an eye on this one. Up 50% here from NAV. Not sure ackman will pick a sexy name that drives momentum. Either way, big money behind this one and hoping for a good deal sooner than later

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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

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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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Any SPACs we should be keeping an eye on?

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

Another SPRQ. Already up too much.

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

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What SPACs are you riding? I’m in SHLL, GRAF, LCA, SPAQ, OPES, CCXX, CCX, CCIV, and PSTH. Did great in DKNG and UTZ.

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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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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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