My 2021 state of the markets was entitled “speculative excess and opportunity everywhere.” No where is that speculative excess more exuberant than in the SPAC market…. but that excess is creating incredible opportunities in tangential plays. Consider, for example, my post last year on Worthington (WOR; (July 2020 idea; substack / blog); closed September 2020 (substack / blog)). The basic […]
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