Navigating SPACs: Due Diligence and Investment Transparency

This chapter explores the critical process of assessing sponsors and SPACs in investment opportunities. It highlights the significance of thorough due diligence, the challenges in identifying successful investments, and introduces a valuable resource for accessing SPAC-related data.

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Episode notes

On today’s episode, Trey Lockerbie sits down with David Sherman. David is the founder, president, and portfolio manager of CrossingBridge Advisors, which currently has over $2.3B in AUM. Trey brought David on to do a masterclass on investing in high yield corporate debt. It’s such an interesting asset class that doesn’t get a lot of attention.

IN THIS EPISODE, YOU’LL LEARN:

(21:33) Short and low duration investing.
(24:25) Responsible credit strategies.
(37:02) How SPACs create an interesting asymmetric risk/reward profile.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Spac Informer's website.
CrossingBridge's website.
Trey Lockerbie's Twitter.

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