Thoughts on TPGY and EVBox?

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It’s definitely a long term hold considering how the EV market is shaping up across the globe.

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Hello Fishes,


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Additional Posts in SPACs

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

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FTOC rumored Payoneer. My warrants hugeeee

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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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Any thoughts on VOSO and CND?

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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.

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