MI Rewind: Masterclass on SPACs w/ David Sherman
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Differences Between Pre-Merger Arbitrage and SPACs
Sally Kohn: I completely agree that the incentives don't really seem to be aligned. You know, what you typically hear or read in the news is that SPACs are risky speculative investments where you can lose a lot of money. There are actually very few SPACs that have zero revenue and if they are, they're typically SPACs more like drug development, which you also see in IPOs. She says it's a mistake not to look at the aftermarket as a potential value opportunity but there'll be a lot of stones you have to turn over before you may find one.
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