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3min chapter
The Most Misunderstood Asset Class Of All Time | Louis Camhi
Forward Guidance
How to Buy SPACs for Yield
Lewis: I look for scenarios where a SPAC has announced a deal Already and the market is basically pricing in that the deal doesn't closed. So all of a sudden that you make that same 30 40 cents in a few months instead of You know over 18 months. All of a sudden my annualized return is much higher without assuming more downside. For me in this market full of volatility, that's that's the ideal train.
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