Company Updates
These are updates on individual companies we are following.
MobiX Labs Second Look Paid 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.
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.
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.
Get Ready to Rumble! Paid 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
TMTG Pauses - Rumble Coming Paid 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.
FaZe Clan Chaos Paid 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
Vertiv Redux For Another Win Paid Members Public
Playboy in 2022 Paid 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.
