First Looks
The first time we go through a new story and suss out our initial views as a potential investment.
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.
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.
Electric Harleys? Paid Members Public
Harley Davidson spun their electric motorcycle unit, LiveWire $LVWR, via SPAC. It's overvalued and faces a challenging future.
PlayUp Dumpster Fire Paid Members Public
PlayUp is yet another online betting application with grand visions and a business model broken in multiple places. The SPAC $IGAC should be worried.
SPACuloos 7.7.22 Kalera, Symbiotic, Alvotech & Polestar Paid Members Public
Here's the skinny: $KAL - play the low float and run, $SYM - fade the hype and short/sell, $ALVO - decent risk/reward to be long, $PSNY - needs to grow into the valuation or get cheaper first.
Benessare SPAC is eCombustible Paid Members Public
The record date for June 3rd. I'd expect a 100% redemption rate. Will $DWAC step in and buy $ECEC for pennies on the dollar after it starts trading?
The Flying Circus Paid Members Public
We take a look at two new deals - the first you might call circus meets hotel and the other is buying your own airline to electrify it!
