Is Liquidity the True Value Propd?

Hey Guys! This week, we’re chatting all things SPACs from a Twitter Spaces I organized on December 23, 2021. The goal was to hear interesting ideas, learn a few things, and have a ton of fun with the community. We're all trying to find treasure amongst (mostly) trash. Hopefully, this episode becomes the “X” that marked the spot on some treasures but only time will tell!

Check out the time-stamp below: 

• [6:00] Doma Holdings ($DOMA)
• [14:00] Brandon’s Watchlist
• [16:30]Radius Global Infrastructure, Inc (RADI) 
• [20:00] Brandons’s Wathchlist 
• [23:40] Algoma Steel Group Inc (ASTL)
• [34:30] CCC Intelligent Solutions Holdings (CCCS)
• [45:00] Whole Earth Brands (FREE)
• [51:30] Opendoor Technologies, Inc (OPEN) 
• [1:13:00] Bark (BARK) 
• [1:20:00] Shorting Freshpet, Inc (FRPT)

Also, a big thanks to the following sponsors for making the podcast a reality!

Quartr

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Tegus

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I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

Mitimco

This episode is brought to you by MIT Investment Management Company -- also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

TIKR

TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead.

Try them out today at TIKR.com/hive.