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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.

SPAC-u-loos February 2, 2021

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.  It

Kris Tuttle
Portfolio Updates
Model Portfolio YE 2020 Update

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
Portfolio Updates
Investment Update 07.14.2020

Investment Update 07.14.2020
Members Public

Kris Tuttle
Portfolio Updates
Still Riding a Wave - 6.23.2020

Still Riding a Wave - 6.23.2020
Members Public

Kris Tuttle
Portfolio Updates
Animal Spirits Take Hold - June 17

Animal Spirits Take Hold - June 17
Members Public

Kris Tuttle
Portfolio Updates
Investment Update 6.8.2020

Investment Update 6.8.2020
Members Public

Kris Tuttle
Portfolio Updates
Investment Update 5.19.2020

Investment Update 5.19.2020
Members Public

It's been a busy week. Holding and trimming most positions. Out of DKNG and VTIQ for now. Added to a few and initiated a new one in FMCI.

Kris Tuttle
Portfolio Updates
Investment Update 5.11.2020

Investment Update 5.11.2020
Members Public

Today note our long position in Grid Dyanmics (GDYN) and sell a big chunk of our VectorIQ (VTIQ) warrants in what will become Nikola Motors. Finally get ready for more the battle over Global Blue.

Kris Tuttle
Portfolio Updates