5 SPACs With Positive Returns; The Best Types of Moats; Lessons From Fund Mangers With John Rotonti
Chit Chat Stocks
Analysis of Five SPACs with Positive Returns
This chapter focuses on the performance and key features of five successful SPACs including Draft Kings, Him's and Hers Health, Bolero, Hagerty Insurance, and Veritiv Holdings, discussing their market cap and unique aspects in detail.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we brought on John Rotonti from the JRo Show. Check out his episodes wherever you get your podcasts: YouTube: https://www.youtube.com/channel/UCTjTPTbunDjgZ9i6-fYTrcQ Spotify: https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgq Apple Podcasts: https://podcasts.apple.com/us/podcast/the-jro-show/id1709504113 We discussed:
(00:00) Introduction and Overview
(03:13) The Role of Ego in Investing
(05:22) Assessing Valuations and Making Investment Decisions
(08:46) Trimming Positions and Selling Strategies
(10:36) Lessons Learned from Interviews with Fund Managers
(29:07) Assessing the Sustainability of Growth
(36:52) SPAC Performance: Success Stories and Pitfalls
(39:25) Investing with a Focus on Durability
(41:16) The Importance of Having a Process
(44:48) The Challenges of Investing in SPACs
(46:31) The Importance of Studying High-Quality Businesses
(51:17) Small-Cap Pick of the Week: Wag Group
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