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Category: PLYA

Some things and ideas: September 2019

Posted On September 30, 2019
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 […]

Playa-ing around with SPACs (Part 2) $PLYA $PACE

Posted On March 6, 2017
Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month. Despite the history of SPACs, I find the deal and company attractive Due to post size, I split my overview into two pieces: part 1 (see here) covers why I'm so negative on SPACs, and part 2 (below) […]

Playa-ing around with SPACs (Part 2) $PLYA $PACE

Posted On March 6, 2017
Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month. Despite the history of SPACs, I find the deal and company attractive Due to post size, I split my overview into two pieces: part 1 (see here) covers why I'm so negative on SPACs, and part 2 (below) […]

Playa-ing around with SPACs (Part 1) $PLYA $PACE

Posted On March 6, 2017
Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month. Despite the history of SPACs, I find the deal and company attractive Due to post size, I split my overview into two pieces: part 1 (below) covers why I'm so negative on SPACs, and part 2 (see here) […]