SPACvest January Updates Paid Members Public
Our monthly update for January includes five new SPAC IPOs, over a dozen new announcements, some financial desperation, and a potential return of the old Lotus sportscar brand to public markets.
2022 SPAC IPO Review Paid Members Public
Our look at the 102 SPAC IPO transactions completed in 2022. Only nine winners, but we crawl through the wreckage.
Moolec Snuck out in 2022 Paid Members Public
AgTech story stock Moolec snuck out while we were on vacation to close out the SPAC IPO year. It has a tiny float with a sketchy operating plan.
DocGo $DCGO Paid Members Public
DocGo $DCGO has earned another look after the recent share decline. Our estimates suggest a good deal of upside and an undervalued situation. This post goes through our initial case and cut at the numbers for Q4 and 2023.
zTrip via Spree Acquisition Paid Members Public
No deck on this one, but zTrip is looking to come public via $SHAP. It's a taxicab roll-up company with a software layer on top. Scary!
More Rational by the Day Paid Members Public
The scrubbing of the SPAC IPO space continues. Bad deals are getting pulled. Some people are going to jail. New names are starting cheaper.
September Winners & Losers Paid Members Public
We added nine new SPAC IPO names and saw many double-digit stock price changes. We use the worksheets to find new ideas in SPAC investing.
Electric Harleys? Paid Members Public
Harley Davidson spun their electric motorcycle unit, LiveWire $LVWR, via SPAC. It's overvalued and faces a challenging future.
