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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Looking good here. 15% in less than a week

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Sold half 12.20s. Up on hedge fund buys, not fundamentals. Will rebuy lowert

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Increased my position from the other day on Beat down PSFE

I added more today as well around 10.2. Would be great if it goes under $10

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Additional Posts in SPACs

Rumors of IPOF getting Equinox. Thoughts?

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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.

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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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Well TSIA already up 100%. I’ll pass on this one

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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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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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Woooo esketit. Personally I’m just hoping to ride HCAC to the moon

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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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Found this useful!!

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Another SPRQ. Already up too much.

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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 merger and still receive the 2/9 warrants

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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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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% upside when announced

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Which SPACs do people still see upside for?

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

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