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Ammar Khan
rogueonomist
What is a SPAC@SECPakistan recently came up with guidelines for Special Purpose Acquisition Company (SPAC). But what is it? A quick ELI5 primer.Let's say you're Rehmat-e-Shireen (ReS), a nice mithai
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Shayle Kann
shaylekann
Two new energy transition SPAC mergers announced in the last week - ChargePoint and XL Fleet. So, it's time for SPACattack v2.First, enterprise value. To buck the trend, both of
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Anuj Abrol
nujabrol
The IPO is dyingHere’s a thread on why SPACs (special purpose acquisition companies) are disrupting the IPO 2/Traditional IPOs are designed to pop on the first dayIt gets us
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Chamath Palihapitiya
chamath
SPAC Dynamics: An interesting turn in SPACs are those SPACs being raised by Venture Funds, Growth Funds or Crossover funds in the hopes of working with an existing portfolio company.There
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Yellow Lab Life Capital
YellowLabLife
Had a long conversation with @ShortSightedCap last night and the day before about the upcoming SPACkman from @BillAckmanExpect a thread from Shortsighted later (Think he nails what Bill's target is)Let's
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Zach Castaneda
zachcastaneda
Someone recently asked me, “Zach if there’s no SPAC trading opportunities, how do you make $?” I said, “I don’t just trade SPAC’s. I’m in many different positions all the
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The Woke Trader
TheWokeTrader
Short thread on what the @SEC_Enforcement should do to prevent a whole bunch of more $NKLA ‘s from duping retail investors: The key is to go after Girsky not TrevorTo
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John Street Capital
JohnStCapital
0/ The retail bid has disappeared from the SPAC market which was an anomaly itself as opposed to the norm. This has caused SPACs with & without deals (prior to
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Ian Bezek
irbezek
$BWMX The worst stock in Mexico? (1/4)* SPAC* MLM* Washed up concept, old Betterwares already liquidated* Switched auditors just before growth rate mysteriously took off* Nonsensical international growth plan* Dubious
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John Street Capital
JohnStCapital
1/ If $AAPL really wants to make a splash in fitness they should roll up $NLS, @Hydrow_by_CREW, & @tonal & have a complete end-to-end product offering integrated with the AAPL Watch +
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Reed Sherman
Reed_Wolfpack
1/ Random thought: the current SPAC boom has accelerated so rapidly because PE/VC firms were/are in desperate need of a new method of exiting bad investments that they have been
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1 Main Capital
1MainCapital
1/ Help wanted. Looking for unlevered, cap-lite businesses, w blue-chip customers and no secular issues trading at 2x EBITDA. I’ll start with one: meet, Limbach Holdings $LMB, a company that
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Tim "endless summer" Maloney
MaloneySandwich
For those of you curious about how SPACs compare to other methods of "going public", I highly recommend this article by @bgurley https://abovethecrowd.com/2020/08/23/going-public-circa-2020-door-3-the-spac/ In a past-life, I worke
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Joe Pompliano
JoePompliano
One private equity firm plans to dominate sports investing through the resurgence of an old investment vehicle.Time for a thread 1) Last week, private equity firm RedBird Capital Partners
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Jeremy Raper
puppyeh1
I'm long Betterware warrants ($BWMXF). This might be the most attractive special situation I've seen in years. Let's take a look why...(full disclosure: I did NOT originate this idea, so
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Lillian
LillzTrackLife
I can't lie to you, it's super frustrating seeing you guys allow Pastor Tobi resurface again. I get that jokes gotta fly but why isn't the grooming & sexual assault
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