The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Masterclass on SPACs w/ David Sherman

Aug 4, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
How SPACs Work
02:16 • 3min
3
The Importance of Investing in SPACs
05:15 • 5min
4
The Advantages of SPACs Over Traditional IPOs
09:58 • 4min
5
The Rise of SPAC IPOs
13:51 • 2min
6
How to Invest in Short-Term Rentals
16:09 • 3min
7
The Importance of Alignment of Interest
19:19 • 4min
8
The Problem With Alignment of Interest
23:32 • 4min
9
The Problems With Alignment Ventures
27:29 • 4min
10
The Differences Between Pre-Merger Arbitrage and SPACs
31:01 • 6min
11
How to Overcome Spec Arbitrage Risks
36:58 • 4min
12
NetSuite: The Best Offer Ever
41:08 • 3min
13
The Risks of a Pre-Merger Strategy
43:45 • 2min
14
The Risks of High Redeeming Rates
45:56 • 2min
15
The Fed's Defensive Mentality
47:49 • 4min
16
The Fed's Inverted Yield Curve
51:50 • 5min
17
How to Invest in Venture Capital
56:24 • 2min
18
How to Find Crossing Bridge Funds
58:05 • 2min