The Intrinsic Value Podcast - The Investor’s Podcast Network MI156: Masterclass on SPACs w/ David Sherman
Apr 5, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 1min
What Are Spacks and How Do They Work?
01:25 • 3min
The Most Successful Spack in the History
04:40 • 5min
Is There a Difference Between a Spack and a Tricialibo?
09:16 • 4min
The Private Equity Market Has Been Growing Expedentially Over the Last Ten Years
13:09 • 3min
Millennial Investing Podcast
16:01 • 2min
Buffet's Letters - Is There an Incentive for Sponsors to Put Together a Deal?
17:57 • 3min
The Value of Acquisitions
20:35 • 2min
Is There a Line of Interest in Spacks?
22:54 • 4min
Investing in Private Equity
26:54 • 3min
Pre Merger Arbitrage and Spacks - What's the Difference?
29:38 • 5min
Do You Know How to Redeem a Warrant?
34:39 • 5min
Investing in Collectibles - What Is Otis?
39:47 • 4min
Are There Any Risks With This Premerger Strategy?
43:39 • 2min
High Redeeming Rates Are a Function of Bad Deals
45:17 • 2min
What Do You Think About the Fed?
47:10 • 4min
The Fed Is Not Going to Be Able to Continue to Unwind
51:10 • 3min
Market Volatility Is a Good Investment
54:14 • 3min
Millennial Nvesting Podcast - David Sherman and Crossing Bridge Funds
57:26 • 2min