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!

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!