Portfolio Updates

These are posts about our model portfolio with links to some of the sheets and other analysis tools we use to track them.

Adding Hims & Hers Members Public

Adding HIMS to our SPACvest portfolio.

Kris Tuttle
Kris Tuttle
Consumer
Notes form the beach....

SPACuloos 7.7.22 Kalera, Symbiotic, Alvotech & Polestar 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.

Kris Tuttle
Kris Tuttle
Electric Vehicles

Vertiv Redux For Another Win Members Public

Kris Tuttle
Kris Tuttle
Company Updates

HIMS Flexes a Little Members Public

Kris Tuttle
Kris Tuttle
Consumer

Portfolio Update February 2022 Members Public

We published a short post on "Red Nation Ideas" today. It's also an opportune time to make some changes in our SPACvest portfolio which is now also a "real money" portfolio since valuations are back in my wheelhouse.

Kris Tuttle
Kris Tuttle
Portfolio

May Portfolio Revamp Members Public

Kris Tuttle
Kris Tuttle
Portfolio Updates

SPAC-u-loos February 2, 2021 Members Public

It's another busy week in SPAC land. We're starting to codify more of the universe of names we are tracking, our watch list and our active trades and investments. If you missed the SPACvest webinar last Friday here is a link to the replay: SPACvest Webinar 1/29/2021 [https:

Kris Tuttle
Kris Tuttle
Portfolio Updates

Model Portfolio YE 2020 Update Members Public

We run down some of our top holdings in the SPAC world as we enter 2021. More to come but this is a good indication of our new style which is based more on longer-term positions.

Kris Tuttle
Kris Tuttle
Portfolio Updates