Company Updates

These are updates on individual companies we are following.

MobiX Labs Second Look Members Public

A second look at MobiX Labs doesn't improve the picture. They hope to complete their deSPAC with $CLAY but this is still a work in progress.

Kris Tuttle
Kris Tuttle
Company Updates

SPACvest January Updates 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.

Kris Tuttle
Kris Tuttle
Company Updates

DocGo $DCGO 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.

Kris Tuttle
Kris Tuttle
Company Updates

Get Ready to Rumble! Members Public

It's time to Rumble. The $CFVI SPAC vote is this Wednesday at 10am. We go through the story in detail and get to what to expect post-deal along with valuation and investment conclusions. $RUM

Kris Tuttle
Kris Tuttle
Company Updates

TMTG Pauses - Rumble Coming Members Public

Trump Media $DWAC pays for a stay of execution. Review what's next for DWAC. Rumble $CFVI votes on Thursday. That will dominate SPACland this week. Roll up your sleeves.

Kris Tuttle
Kris Tuttle
Company Updates

FaZe Clan Chaos Members Public

FaZe is going to try and de-SPAC this week with a vote on Friday. We'll see some significant redemptions and maybe a trading opportunity. $FAZE $BRPM

Kris Tuttle
Kris Tuttle
Company Updates

Vertiv Redux For Another Win Members Public

Kris Tuttle
Kris Tuttle
Company Updates

Playboy in 2022 Members Public

An updated view of the developing PLBY story. We'll need to see how operations and initiatives pan out this year to get more conviction again.

Kris Tuttle
Kris Tuttle
Company Updates