This is the fourth (and hopefully final!) piece I'm writing on PSTH. It should be read in conjunction with yesterday's "framing the opportunity" piece; however, my two prior posts (December's curios case of PSTH options and early Feb's implied vol / SPACsanity) are worth revisiting as well. Why am I spending so much time and […]
I wanted to build out the PSTH thesis laid out in my two public posts a little further (ok, a lot further), because I think the risk/reward on the PSTH options is absolutely outrageous. My bottom line is nothing has changed from my two initial posts; I’m hugely bullish on the set up. In fact, […]
This week, one company has been overwhelmingly dominating my thoughts. Actually, I use the term company, but it's really just a cash shell. That company / cash shell? Pershing Square Tontine (PSTH; disclosure: long, and this article will discuss options, which are extremely risky so I will remind you that nothing on here is investing […]
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