Yet Another Value Blog
Subscribe
Sign in
Home
Yet Another Value Podcast
Legal and Disclaimer
Archive
About
SPAC sponsors don't give a fudge about their reputations (and neither should you)
Some quick thoughts on a bonkers SPAC earnings season
Aug 11, 2021
7
Share this post
SPAC sponsors don't give a fudge about their reputations (and neither should you)
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
4
A few more SPAC trades $FIII $TBA $KVSA
A few weeks ago, I said the tide was turning in SPAC-land. This week, I think it's safe to say that the tide has completely gone out on SPACs. A few…
Mar 25, 2021
Share this post
A few more SPAC trades $FIII $TBA $KVSA
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
Giving in to the craziness: my top 8 SPAC ideas
I've written a few times how insane the current SPAC bubble is, but it shows no sign of slowing down. There have been 151 SPAC IPOs so far this year…
Oct 21, 2020
Share this post
Giving in to the craziness: my top 8 SPAC ideas
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
The SPAC market is heating up again
I spent a ton of time this weekend writing about the DWAC / TMTG deal (part 1 on its impact on the SPAC market, part 2 on the DWAC / TMTG deal itself…
Oct 26, 2021
6
Share this post
The SPAC market is heating up again
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
3
Three (and a half) SPAC special situations (premium post)
I wanted to follow up on last week’s premium post (“Gambling on a SPAC freeroll”) with a few more interesting SPAC trades. I understand these may not be…
Jun 23, 2021
3
Share this post
Three (and a half) SPAC special situations (premium post)
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
4
Weekend thoughts: $TMC / $SOAC and some more SPAC insanity
I’ve written extensively on all of the shenanigans going on with SPACs (most recently commenting on the MUDS / TOPPS deal falling apart and how SPAC…
Sep 18, 2021
5
Share this post
Weekend thoughts: $TMC / $SOAC and some more SPAC insanity
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
4
Gambling on a SPAC freeroll
Stop me if you’ve heard this before (as a premium sub, I guarantee you have), but I think the SPAC market right now is just an incredibly fertile ground…
Jun 17, 2021
1
Share this post
Gambling on a SPAC freeroll
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
4
What can you learn from how a SPAC handles redemptions?
I’ve said several times I feel “all SPAC, all the time” recently. That’s a little bit of an exaggeration; I’ve been managing to research things other…
Jul 29, 2021
5
Share this post
What can you learn from how a SPAC handles redemptions?
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
2
A Lucid look at the SPAC-craziness: $CCIV deep dive
I have spent a lot of my time this year looking and thinking about SPACs. I think there's clearly a SPAC bubble going on right now, and one of my…
Feb 8, 2021
Share this post
A Lucid look at the SPAC-craziness: $CCIV deep dive
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
Louis Camhi on the opportunities in the SPAC market (Podcast #97)
Louis Camhi returns to the podcast to provide an update on his thesis on ORGN and then walk through where he’s seeing opportunities in the SPAC market…
Mar 7, 2022
7
Share this post
Louis Camhi on the opportunities in the SPAC market (Podcast #97)
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
Ten Predictions for 2021, Part 2: Non-SPAC Edition
This is part 2 of my predictions for 2021. Part 2 centers on my non-SPAC predictions; you can find part 1, which focused on SPACs, here. Cable One…
Dec 30, 2020
Share this post
Ten Predictions for 2021, Part 2: Non-SPAC Edition
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
Pointless SPAC shenanigans: $ATIP edition
Yesterday morning, ATIP shareholders woke up to some very unwelcome news. Driven by staffing issues and competition for labor, ATIP was slashing their…
Jul 27, 2021
7
Share this post
Pointless SPAC shenanigans: $ATIP edition
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
3
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts