These are updates on individual companies we are following.
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.
Playboy Update - June 2021 Paid Members Public
Grid Dynamics (GDYN) Paid Members Public
Grid Dynamics is an underfollowed technology services provider with "SaaS-like" revenue retention and even better profit margins.
Vertiv Holdings Paid Members Public
Vertiv (VRT) is a large industrial player selling into the data center market. This is not a high growth name but at over $4B in revenues they can expand margins and double the share price.