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US Macro

+9 pts



SPACs are coming to a point of deep value and we should start to reconsider loading back the boat...

By malcolmstem on Feb. 8, 2022, 8:29 p.m.
Tagged topics: SPACs , De-SPACs

Views: 5, Votes: 3, Responses: 0, Attachments: 0
US Macro

+10 pts



For the individual investor, SPACs offer a direct opportunity for access to new companies—which has historically been reserved for larger institutions and hedge funds. There...

By Cena on Feb. 8, 2022, 6:28 p.m.
Tagged topics: SPACs , De-SPACs

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+14 pts



Thanks for sharing this report. I’ve been looking for de-SPAC opportunities, yet it still feels like all the deals they do are at valuations that...

By realmomobags on Feb. 8, 2022, 3:22 p.m.
Tagged topics: SPACs , De-SPACs

Views: 5, Votes: 2, Responses: 0, Attachments: 0
US Macro

+52 pts



The de-SPAC discount and details of 519 SPACs with $144 billion seeking deals

By ethonomics on Feb. 8, 2022, 2:33 p.m.
Tagged topics: SPACs , De-SPACs

Views: 60, Votes: 8, Responses: 3, Attachments: 1
BAC , C , GS , MS , JEF , USB , Banks

+33 pts



$BAC, $C, $GS, $MS, $JEF - Oppenheimer says reversal of COVID-related loan loss provisions that never materialized will likely lead to greater dividends or buybacks, recommends buying the banks

By ethonomics on April 1, 2021, 2:54 p.m.
Tagged topics: valuations , dividend growth , buybacks , loan growth , return of capital , deep dive , SPACs , Oppenheimer , loan loss provisions , boomer stocks

Views: 225, Votes: 2, Responses: 0, Attachments: 59
AZRE

+35 pts



AZRE v Renew

By csk.fan.forever on Feb. 25, 2021, 7:03 a.m.
Tagged topics: India , SPACs , solar power

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AZRE

+48 pts



Thanks!

By cassie on Feb. 24, 2021, 2:22 p.m.
Tagged topics: India , SPACs , solar power

Views: 7, Votes: 3, Responses: 1, Attachments: 0
AZRE

+70 pts



$RMBG

By csk.fan.forever on Feb. 24, 2021, 1:43 p.m.
Tagged topics: India , SPACs , solar power

Views: 90, Votes: 5, Responses: 2, Attachments: 0
FSR

+69 pts



In reaction to Lucid Motor's record SPAC deal, RayJay believes investors should give a haircut to every EV startup's sales assumptions

By cassie on Feb. 23, 2021, 11:18 a.m.
Tagged topics: electric vehicles , SPACs , Raymond James , startups , Lucid Motors , pre-revenue , luxury vehicles

Views: 154, Votes: 4, Responses: 0, Attachments: 2
Information Technology , US Macro

+37 pts



A lot more tech M&A coming over next 2 years...Goldman estimates unspent capital raised in SPACs will drive $300bn of deals in 2021-2022 (mostly in tech)

By ethonomics on Dec. 14, 2020, 1:07 p.m.
Tagged topics: analyst checks , acquisitions , low interest rates , SPACs , mergers and acquisitions

Views: 239, Votes: 2, Responses: 0, Attachments: 29