- 50% of companies going public through a SPAC will fail or go bankrupt
- 25% will get acquired by a bigger player or merge/consolidate
- 25% will survive and potentially become key players of their respective industry

Play your cards accordingly.
*All those % are made up but you get my point.
Ok let’s reword it so everyone is happy:

100% of SPACs will go on to be part of the S&P500 and we’ll all be billionaires by 2030 🌈🦋
Since the beginning of 2021:
- Avg. 5-10 new SPAC announcements PER WEEK.
- Avg. 5-10 new SPAC IPOs PER DAY.

If you seriously don't think that the many will probably flop or consolidate, then in all due respect, you're driven by ignorance or greed ♥️

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More from @kingtutspacs

28 Feb
Top-level research on select SPACS for correlations between trust size, PIPE size, ownership %, rolled over equity, and valuation.

Some Findings:
- PIPE can be up 2x trust size
- SPACs got between 4-20% ownership
- Valuations more attractive in 2020 (+upside)

Thread 🧵⬇️
$IPOB/@Opendoor

Trust Size: $360mn
PIPE Size: $600mn
SPAC % Ownership: 6.6%
Valuation: $4.8bn
$FTOC/@Payoneer

Trust Size: $755mn
PIPE Size: $300mn
SPAC % Ownership: 19.2%
Valuation: $3.27bn
Read 12 tweets
20 Feb
$AVAN & @Sportradar Connections 🕵️

- Sawiris family and sports investments
- Jeff Yakubi, ex-Fiserv and new Sportradar Global Chairman
- Wes Edens: Bucks & Aston Villa
- Bruin Sports Capital

Speculation Thread ⬇️🧵 Image
$AVAN is looking for a European target with a strong US/International nexus. Image
Sportradar is based in St. Gallen, Switzerland 🇨🇭

The company has 35 offices in 24 countries around the world including New York City, Las Vegas, London, Trondheim, Munich, Ljubljana, Sydney and Singapore. Image
Read 23 tweets
19 Feb
There's probably a million reasons on why Clubhouse will not SPAC.

However, I'll list a couple on why it MIGHT just make sense with $VYGG.

It's [SPACULATION] Thread Time ⬇️🧵
I've covered Alexander Tamas from a previous $VYGG
thread.

He's the gold standard when it comes to social networks/internet and led some of the most major tech investments of that time, including Facebook, Airbnb, Spotify, Twitter, Alibaba, Zalando.

When others doubted Facebook as a long-term sustainable business back in 2009, Tamas led a $200m investment in the company.

More:
Read 18 tweets
17 Feb
Love FinTwit to death but I beg enough with the "I called $CCIV at xx" tweets flooding the timeline.

Calling $CCIV at $11/12 after a Bloomberg report (when literally anyone with decent knowledge knows the only two legit Tesla competitors are Lucid and Rivian) is NOT a call.
Read 5 tweets
17 Feb
Friendly Reminder: Greg O'Hara is the CEO of $GOAC
The more I read, the more I like.

Greg O’Hara is one of the biggest heavy weights in the global travel industry. $GOAC
“And so if you can identify good companies right now that have good management teams and good plans, all we are really doing is providing working capital, advice, investment” $GOAC

Read 4 tweets
17 Feb
Fun find!

@traveloka announced SPAC plans yesterday.

Traveloka COO & CEO will be speaking tomorrow at Skift Travel Conference.

Who else is speaking? Greg O'Hara, CEO of $GOAC

The title of his session? Acquisitions and Investments: Predictions for 2021

live.skift.com/online-travel-…
Ok maybe this catches your attention $GOAC
Locked and loaded. Now we wait. $GOAC
Read 4 tweets

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