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SPACvest

@SPAC_vest

Parsing the nebulous world of investing in De-SPAC IPO names.

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How amazingly stupid is @RocketMortgage to not have this live? Who in the hell is going to watch a replay of the whole round knowing the outcome? The entire draw of watching a close one like this is to see the final three holes live. #boycotrocket #epicfail #corporategreed


Just published our part 1 of 2 notes on DocGo $dcgo over at @ipo_candy looks like a great setup here. #HealthcareInnovation $dg


Good idea. Better than stem

School should teach: - Taxes - Investing - Homeownership - Compound interest - Delayed gratification - Personal finance - Car buying - Banking Do you agree or disagree?



A pile of new IPO decks were posted in January. Browse the company descriptions here: ipocandy.com/posted-decks-j…

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This is the kind of crap that totally blows SPAC IPO investors out of the water " $ROIV Roivant Sciences prices offering of 26,666,666 of its common shares at $7.50 per share (7.59)"


@HedgeyeREITs⁩ You’ve talked about it but another good write up explaining some of the issues. open.substack.com/pub/philbak/p/…


Greenfire Resources via M3-Brigade III (MBSC) deck New SPAC IPO Investor Presentation Posted! spacvest.com/greenfire-reso…

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Big problem with these SPAC IPO names now is that you have to absorb this kind of thing: Grindr $GRND files for 37M share offering; by selling shareholders...Maybe their customers want this treatment but not investors! ;-)


NET Power (NPWR) via Rice Acq II (RONI) deck New SPAC IPO Investor Presentation Posted! spacvest.com/net-power-deck/

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A multibagger stock is an equity stock which gives a return of more than 100%. The term was coined by Peter Lynch in his 1988 book One Up on Wall Street and comes from baseball where "bags" or "bases" that a runner reaches are the measure of the success of a play. @HedgeyeRetail


AEON Biopharma (AEON) via Priveterra Acq (PMGM) deck New SPAC IPO Investor Presentation Posted! spacvest.com/aeon-biopharma…

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Lifezone Metals (LZM) via GoGreen Investments (GOGN) deck New SPAC IPO Investor Presentation Posted! spacvest.com/lifezone-metal…

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Mobile Infrastructure (BEEP) via Fifth Wall Acquisition III (FWAC) deck New SPAC IPO Investor Presentation Posted! spacvest.com/mobile-infrast…

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Wow $MLGO is the toy of the day. Watch out!


QT Imaging (QTI) via GigCapital5 (GIA) deck New SPAC IPO Investor Presentation Posted! spacvest.com/qt-imaging-dec…

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Yet another SPAC IPO $PLTK fires employees via email! Playtika sent an email to employees regarding a workforce reduction (8.61).


I thought SPAC IPO $FREE had a chance. It hasn't done much. A new CEO could mean better things in the future?


How does Canoo $GOEV not be forced to declare bankruptcy this quarter? Aren't they out of cash? $RIVN $TSLA


We have a new one! $PV approves SPAC merger for Lanvin $LANV will trade on 12/15. I don't know about the timing but we will take a closer look at it.


Modulex (MDLX) via PHP Ventures Acq (PPHP) deck New SPAC IPO Investor Presentation Posted! spacvest.com/modulex-deck/

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