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SPACs Are Bonds, Actually | Louis Camhi
Forward Guidance
The Problem With SPACs
I would say some companies, if the business model is not there, if they wouldn't have made a difference. Starry's business model was giving people internet for free. And they had a total, total addressable market in the investor deck, which is for me, is always a red flag. I think this is kind of a funny fact. We launched the day after D-WATH, which is the Trump SPAC deal happened. Because all of my investors who, you know, I rarely hear from them, but they all call me that day to say are we in this thing? Cause it went from $10 to $110.
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