2) $SKIN Primary Research Poll: Speak to at least 4 women about @HydraFacial. How many have had a @HydraFacial facial treatment?
3) $SKIN Primary Research Poll: Speak to at least 4 women about @HydraFacial. For the women that had treatments, what's their view of the @HydraFacial service?
4) $SKIN Primary Research Poll: Speak to at least 4 women about @HydraFacial. What % of women were aware that @HydraFacial is public and they can invest in the company's stock? @brentlsaunders@jimcramer
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1/ SPAC 101: What the heck is a PIPE and why are these guys good, bad and ugly?
A thread about PIPEs and the important role they play in SPACs
2/ PIPEs are Private Investments in Public Equity. PIPEs were a recent innovation in SPACs that allowed A) sponsors to raise more capital outside of the dilutive sponsor promote, B) provide a buffer to meet deal minimum cash conditions and ...
3/ C) most importantly enable the separation of shareholder vote from redemption feature by addressing the minimum cash condition.
1) $ASTS like every SPAC filed S-1 tonight to register 23M PIPE shares, 5.17M sponsor shares and 17.6M total public and private warrants. The SEC will take 30 days to review the S-1, it'll take 1-2 weeks to respond and go effective where the PIPE holders will be able to sell.
2) $ASTS Remember PIPE investors have invested at $10 per share. 31% of the PIPE are long-term strategic investors American Tower, Bell Canada, Cisneros, Rakuten and Vodafone. 60% are hedge funds that are a combination of arbs and long/short strategies.
3) $ASTS Per the subscription agreement, PIPE investors were allowed to short and "box" their positions. Given the overall state of PIPE market and how many of these funds are hurting in other situations, I think most have shorted and got flat on their positions.
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
1/ $VSPR merger w/ Hydrafacial: Invest in the Leading Beauty Care Services Platform Positioned for Accretive M&A Growth and Post-COVID Reopening Demand
2/ Hydrafacial offers one of the most popular facial skincare treatments across the world with an army of loyal mid and upper-class customers receiving regular treatments on a monthly basis at ~$200 / session.
3/ Skincare is a fast growing market (14% CAGR in US alone) with a worldwide TAM of +$200B.
Consumers have been shifting their expenditures from goods to experiences and have shown an increasing willingness to spend on high end beauty and health services.
2/ SpaceMobile ($NPA) has created the first and only patented protected, space-based cellular broadband network that can provide coverage across the entire globe.
Service is compatible with all +5B mobile phones in use today featuring 4G & 5G data speeds with low latency.
3/ Carriers that work with SpaceMobile will enjoy absolute and unparalleled cell coverage - a game changing advantage that will redefine the competitive landscape.
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.