Discover and read the best of Twitter Threads about #SPACs

Most recents (18)

1/13
2021 was a year like no other for FinTech deal activity!

Here are some of the most eye-popping stats, all using
@FTPartners
proprietary data …

#FinTech
2/13
2021 established new records across global private FinTech company financing, M&A, IPOs and SPACs
#FinTech
3/13
Total capital raised by private FinTech companies was 3x higher than 2020 and nearly as much as the prior three years combined!
#FinTech
Read 13 tweets
I’m back baby !!!

Today $SPAQ @AllegoCharging got their first PT at 17
$SPAQ ➡️ $ALLG

@AllegoCharging will be adding 250 charging stations at 36 locations in #France these will include UltraFast charging will give your #ev a full charge in 10-30 minutes

allego.eu/news/2021/sept…
$SPAQ ➡️ $ALLG

@AllegoCharging will add 120 chargers to @VanderValkHotel across #belgium and #netherlands

60 ultra fast chargers 150-300kW and 60 50kW chargers

#ev #ElectricVehicles #EVChargingStations

allego.eu/news/2021/octo…
Read 14 tweets
A quick piece of advice for anyone caring to listen (a 🧵):

ALWAYS have reserves. Seems obvious but I’ve learned the hard way that being undercapitalized is the straw that breaks the camels back… usually right before the relief rally or trend break.
I’m very bullish on growth, specifically in certain #SPACs. I’m playing commons, options, and warrants. I have been accumulating the dip in several names over the last few days. How? I’ve been almost 100% warrants recently?
It’s simple… margin. I have portfolio margin with @TDAmeritrade which allows 6:1 leverage. USING 6:1 leverage is VERY reckless!! But since warrants are not marginable, I convert from winning warrants to suffering commons as I nibble dips. It’s good psychology, too. Sell⬆️ buy⬇️
Read 6 tweets
TFG:NA TFG:LN TFGS:LN

Since we’re talking abt #TetragonFinancial:

Soon it’ll be 5 yrs since tht infamous Forbes clean slate/#altasset IPO article...

...and basically it’s been crickets since:

google.com/amp/s/www.forb…

So what’s the deal?!
Well, NO complaints from an operating perspective:

#TFG delivered 10% NAV returns in last 5 yrs & transitioned to a true #altasset mgmt firm...

...ignore rest of the portfolio, it’s jst surplus filler they’ve jammed into Polygon funds/addtl seed capital for its asset mgmt co’s.
And forget #redherrings like #Ripple...

...blame me, cos I pushed ‘em to add some #crypto #pixiedust to the portfolio, but I never expected it wd be Ripple! 😆

Bt this is MORE than balanced out by their asset mgmt jewel in the crown...

...#Equitix, now their largest hldg!
Read 22 tweets
1/ $JWS $CANO is a primary care provider for Medicare patients that is merging with Jaws SPAC shortly after a shareholder vote scheduled for 6/2. Valuation analysis supports $30 per share or +100% upside from current levels. #spacs #spacsquad

A short thread:
2/ $JWS $CANO delivers value-based care to patients through a fixed or capitated payment from insurers. CANO assumes all risk and benefit, incentivizing it to invest in preventative care to optimize outcomes and lower costs.
3/ $JWS $CANO is part of a growing trend towards value-based care which increases effectiveness and reduces overall healthcare costs as demonstrated by the company's growing partnerships and financial performance.
Read 14 tweets
Bueno, esto lo he tratado de explicar, pero hay muchos que no lo entienden aun y es normal que ocurra por el estado emocional del mercado.

La Burbuja actual es inédita y extendida en muchos sectores. El proceso de desinfle esta en marcha al menos desde enero 2021. Breve hilo
El análisis de la anatomía de una burbuja no lo he inventado de la nada, lo único que estoy haciendo es leyendo el manual. Décadas de estudio que muestran la psicología de lo mercados. Uso como referencia los trabajos de James Montier reseñados en el libro del III nivel del CMT Image
Toda burbuja financiera lleva 5 etapas importantes de acuerdo al modelo de Montier:
1.- Displacement (desplazamiento, shock). Aka Covid.
2.- Credit Creation (creación de credito). Aka Bancos Centrales.
3.- Euphoria. Aka. Euforia, FOMO, YOLO, etc.
Read 30 tweets
Recap of the best quotes from the #BerkshireAnnualMeeting yesterday:

$BRK.A $BRK.B
1. On Buybacks:

"If you’re repurchasing stock just to bull it higher, it’s deeply immoral. But if you’re repurchasing stock because it’s a fair thing to do in the interest of existing shareholders, it’s a highly moral act, & the people that are criticizing it are bonkers” - CM
2. On Robinhood:

“It’s become a very significant part of the casino group that has joined into the stock market in the last year or year and a half" - WB
Read 23 tweets
@hussmanjp Majority (according to BofA) thinks we are in a late stage bull or in a bubble. So, guess they are aware. The problem is there's no timing tool for this kind of greedy psychology trying to sqeeze every possible index point till the top no matter the exponentially increasing risk.
@hussmanjp It seems the probability of a top beeing in or beeing away for another 3 months is pretty much the same.

Actually, if we consider today's SPAC mania to be comparable to '00s tech mania, and compare the movement of SPAC index to NDX, topping could take another 3 months or so...
@hussmanjp Like #NDX topped earlier in 00 than the #SPX, #SPACs could top earlier than $NDX today, with 2nd leg in SPACS being the real deal on major indices.
Recent absorption of institutional selling by retail and yesterday's strong relative up volume make me consider adjusting timing
Read 3 tweets
Few major headlines recently seem to be connected;

- #Greensill #Cameron #Softbank #Wirecard #Fintech
- #Bitcoin #Coinbase #Crypto #NFTs
- #Ant #JackMa #China #BeltandRoad
- New opportunities & Race to 'be first' in the new era
🇺🇸💪🇨🇳 💰🌏🌎🌍
- #GeoPolitics
- #disruption
🙄🤔
While lockdown has been slow for some, it's certainly not been for others who have smelt the winds of change!

#SPACs are bypassing Direct Listings & IPO's in a race to market - Sucking up all that 💰 hunting for returns 📈

#Fintech joining 'Democratise & Digitalise everything'
#China seem poised to become the worlds leading power - #US are on guard! 🧐

Little bit like their former communist friends (Russia) the leadership are getting their Oligarchs/Titans in-line & on-message before their potential big push.

Everything seems to be changing around us
Read 12 tweets
Earlier today, @JonahLupton hosted an informational webinar titled “Everything about SPACs”. Great summary with lots of educational knowledge about SPACs. 👏 👏 👏

#spacs #Markets #investing

Here are the highlights below:

1) The webinar discussed SPACs, PIPEs, SPAC sponsors, warrants, and examples of SPACs. The webinar also discussed the SPAC process, de-SPAC process, and the redemption feature.

(Past performance is not indicative of future returns, and risks are present in SPAC investing.)
2) Most PIPE investments get completed at $10 per share.

Many SPAC warrants have a 5-year expiration timeline with a $11.50 strike price. SPAC warrants provide leveraged exposure to the target private company that is being taken public via a SPAC.
Read 8 tweets
@BorisJohnson isn't just an anchor baby. He's a legit legal step away from being able to be the President of the United States if he wanted to. All because of college, visas, etc. @elonmusk used birthright to take the Canadian route where transfer agency led him to @Wharton
transfer agencies in the stock known as people fixing centuries old connectivity issues in social capital stifling innovation and tightly managed. @chamath
We didn't have @Stellar #pathfinder back then but our best assets we gain from opening up opportunities so the next @elonmusk can be distributed to our platform directly.
Read 9 tweets
Something an old boss told me once when I first started public investing and lost a lot of money on a position: "If you're not losing money somewhere in the portfolio, you're not taking enough risk." #spacs #spacsquad
2/ If you’re sweating every tick up or down in a position, you’re TOO BIG. #spacs #spacsquad
3/ SPAC asymmetry with $10 pre-merger floor is your best friend. A 30% move from $10 -> $13 is FAR superior than $45 -> $60. Risking $0 to make $3 way better than risking $35 to make $15. Always be cognizant of risk/reward. #spacs #spacsquad
Read 13 tweets
Is Everything a Bubble❓Part 2 Recap 🔥

Most seem to think so... but don't take our word for it.

Have a look for yourself 👇 as we take you into the lions den to hear from the lions themselves.
🔥Adapting to New Market Nuances and the Golden Age of Macro🔥@JulianMI2

Are we in a bubble❓

“Yes, but it's somewhat nuanced. There's unquestionably single assets that are bubbles."

"There's groups of assets which are arguably excessively valued."
Specifically which names are bubbles❓

“There is absolutely no question that if I look at a chart of $TSLA, this is a classic bubble.”
Read 23 tweets
51/ ...their cars, charging networks, in-car software you subscribe to (data, FSD, etc.) I love SaaS in the space sector.

(if you didn't see the first 25 post thread, click here:


Second 50 posts are here:
52/ #Astra has a quarter of a million square foot facility where they design, manufacture & test over 90% of their system in one building, unlike the large rocket companies like Space X.
53/ #AStra builds their batteries, motors, valves, tanks, etc. from raw materials at this facility.

It allows Astra to move quickly.

This is part of why they achieved orbital capacity in half the time it took Space X -- their entire team and facilities are in one place.
Read 12 tweets
The pandemic acted as an accelerant for digital services in 2020. This year, the momentum will continue, and we will see big leaps in the FinTech space, primarily focused on user experience.

Here are my #fintech predictions for 2021…. A thread

bit.ly/3pE8vS6
1/ Autonomous finance in retail banking

Personal financial management will see the emergence of intelligent “self-driving” platforms, where money moves automatically and intelligently.

@astra_finance, @Wealthfront & #Otomo already on it
2/ Buying insurance becomes user-friendly

Buying insurance (esp. life & health) is an arduous, painful task.

Winners will carry a consumer from prospect to policy in a fully digital environment.

Paving this path: @FinaeoHQ (portco) @breathelifeins @PolicyMeHQ @EmmaAssurance
Read 8 tweets
The biggest #bubble of our lives:
- Retail makes prices at the margin by buying OTM calls on sh1t #stonks
- #Tether prints USD backed with #bitcoin and loans & it’s fine
- “It’s a software co” EV maker is larger than almost all #software companies
- Digital images sell for >$300k
- People now make videos explaining they don’t need to work jobs because they buy stonks when they go up
- $ETH is undervalued on basis of cashflows for transactions that token holders have zero claim on
- #Ripple dumping on you is fine because they have $XRP fans in Japan
- #Restaurants & Small #businesses go bankrupt because of #lockdown and slow gov’t help but it’s fine
- $HTZ tries to do a cap increase out of chapter 11 because #robinhood
- A Company does reverse stock split and people brag about gains on per stock price basis on social media
Read 6 tweets
Excellent article by @CBinsights on #SPACs. 👏

✔️The basics
✔️Why now? For Private Companies & Investors
✔️Challenges & concerns
✔️Looking ahead

The article clarified few things well for me.👍

cbinsights.com/research/repor…
How it works👇
Benefits (in the ideal case of course) for the parties involved 👇
Read 10 tweets
$DMYD to merge w/ @GeniusSports - The Index for Sports Betting with Strong Tail Winds.

A thread.

@MarkLockeGSG @NiccoloDeMasi @spac_insider
1) Genius Sports is going public through a SPAC merger with $DMYD, which is led by @NiccoloDeMasi, the former CEO of Glu Mobile. The man has consummated +25 mergers and has a keen focus on gaming. His first SPAC, $DMYT is taking Rush Street Interactive, in the next two months.
2) Who is Genius Sports? It's one of 2 large sports data providers (duopoly) that works closely with leagues to collect and sell live game data to sportsbooks. This is incredibly important as live betting needs constantly updated stats to adjust prop bets and lines in real time. Image
Read 24 tweets

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