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Category: SPACs

April Fools' for post-SPAC Investors $NKLA $GOEV

Posted On April 2, 2021
Astute readers might notice that I did not do an April Fools' joke this year. I considered doing one, but honestly I did not know how I could top the ongoing pranks that deSPAC'd companies are pulling on their shareholders. A quick background is important to understand what's happening. When a normal company goes through […]

Some things and ideas: March 2021

Posted On March 31, 2021
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

A few more SPAC trades $FIII $TBA $KVSA

Posted On March 25, 2021
A few weeks ago, I said the tide was turning in SPAC-land. This week, I think it's safe to say that the tide has completely gone out on SPACs. A few weeks ago, an average SPAC merger announcement would result in a 10% pop. A good SPAC merger announcement (a good deal by a good […]

A Lucid Follow-up on SPAC-craziness: $CCIV

Posted On March 23, 2021
I've discussed CCIV a few times: in the lead up to their deal announcement, I discussed how crazy the stock price / action around the stock was. Then, when the stock crashed on the deal announcement, I wondered if that would mark the turning point to pop the SPAC bubble. But I wanted to do […]

Quickie idea: two SPACulations $TREB $OACB

Posted On March 16, 2021
This post is another in a series I do on an irregular basis. A “quickie” idea is an investment specific idea that I’ve been mulling over and find interesting, but haven’t dove fully into yet. The hope is to provide the jumping off point for a discussion of an idea I find extremely interesting right now, as […]

The tide is turning in SPAC land; what comes next?

Posted On March 4, 2021
I went into last weekend all prepped to write two articles this week. The first was going to be a "quickie" idea on Enlab getting a bump; I was super excited about that one because it had the same activist (Alta Fox) from another quickie idea, CLCT, and I had a lot of familiarity with […]

Some things and ideas: February 2021

Posted On February 26, 2021
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Ten Predictions for 2021, Part 1: SPAC Edition

Posted On December 29, 2020
2020, on the whole, has been miserable. I suspect 2021 will be much brighter as the vaccine rolls out and the world normalizes. So I've been thinking a lot about 2021, and I wanted to put out some predictions for the year. But I've also been a little obsessed with two things recently: the SPAC […]

SPACs: the most ludicrous bubble we'll ever see... why not $IAC?

Posted On July 22, 2020
There are a lot of things about financial markets that confuse me these days. For example, I'm confused by the pricing of a bunch of consumer experience type stocks (high end restaurants, movie theaters, etc.).
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