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#Spacs
Alex Rampell
arampell
1/ There's been a lot of misinformation about IPOs -- particularly around the narrative of "intentional underpricing" and subsequent IPO pops / "money left on the table." IPOs aren't perfect,
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Guy Davis
guydavisvalue
I'm reading Anthony Bolton's "Investing Against The Tide" and liked this quote:The $20b takeover by KKR of Alliance Boots probably marked the top of the cycle...I don't suppose we'll see
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Mark Goldberg
Mark_Goldberg_
1/ With all the recent buzz around SPACs, I thought I’d share my experience working on the IPO for @Tesla (as junior analyst/glorified coffee fetcher) -- where I saw @elonmusk
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Andy Gee 📊🤑
TheStacksMarket
Stock Market Investors IPO’s (initial public offerings) tend to create a lot of hype2019 saw a ton of great traditional IPO’s such as Beyond Meat ($BYND), Chewy ($CHWY), Livongo ($LVGO),
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David Gerard 🐍👑 🌷
davidgerard
Finance thread!i keep being taken for a raving SJW commie when i talk liberalism 101.so let's liberal liberally for a bit. 1/10 the one trend that stands out for me
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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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Christopher Bloomstran
ChrisBloomstran
Upon further review, looks like you crowned yourself the next Mr. Buffett and Berkshire Hathaway in your past THREE annual letters, @chamath. Two weeks ago we had some fun digging
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DQ
DavidQuang
1/ There’s a lot of noise about how our economy will recover like a V-shape. That is true but less than half of the times. What will actually happen is
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NYSE 🏛
NYSE
1/6: It’s a major milestone when a company lists on the NYSE and begins trading for the first time. Today, we’re celebrating that moment by launching NYSE First Trade NFTs.
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Mo Chatra
MoChatra
The story broken overnight by the @WSJ, of FSG potentially merging with a recently formed group called Red Ball Acquisition Corporation, has got fans wondering about what this may mean
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Private Equity Bullseye 🎯
PEBullseye
The ultimate collection of our favourite threads Topics: - Global Trends, post-lockdown edition - The Growth of Growth Equity - Ethics, Regulation & Government - Industry deep dives (sport; tech;
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Stock Talk Weekly
stocktalkweekly
A thread with everything you need to know about $PIC + @XLFleet - Hybrid-electric solutions for corporate fleets (similar to $HYLN except classes 2-6)- Ticker will change to $XL upon
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Dan Roller
Dan_Roller
1/n Live tweeting $IAC analyst day - First Question: Capital allocation. 1 - prioritize existing businesses. 2 - now more than ever, new opptys/categories more likely (we have cash +
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Patrick McKenzie
patio11
One of the most interesting things for me, coming from a small software company background, is seeing how much and little changes between that and the most sophisticated companies in
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Pennywise
1Penny0wise0
The two most undervalued SPACs at the moment to hold for THIS QUARTER- $LCA and $OPES. Here’s a thread on $LCA inspired by @yatesinvesting @alexcutler247 and @JMacInvesting ( $OPES thread
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Contention
ContentionNews
Earlier this month, China's State Administration for Market Regulation issued the largest fine ($2.8 billion) ever levied against any corporation worldwide, against online retailer Alibaba.That was just the first move
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