SPAC Research @SPACalpha
News, analysis and commentary on the SPAC market spacresearch.com Chicago, IL Joined May 2020-
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Updated #Investor #presentation on (Nasdaq: ALPA) Carmell Therapeutics as filed with the #SEC. #mergersandacquisitions #regenerativemedicine #orthopedics #aesthetics #alopecia Nasdaq @Ranhubbell Patrick Sturgeon lnkd.in/e2nkFFmS
My interview at the Nasdaq on our upcoming #acquisition closing of Carmell Therapeutics Randy Hubbell Patrick St@Ranhubbell Watkins Niki Dunne Jordan Saxe ⛷️ lnkd.in/eyiK4wvk
#Performance of #Venture backed #Unicorn #IPOs Brilliant analysis by #Crunchbase: Let’s say you bought a share of Unicorn startups that launched the largest IPOs in the past 10 years at the market peak in November 2021. Then here is how you would have do…lnkd.in/dbWqYXNT
On St. Patrick’s Day, here is a mighty fine ditty for us to enjoy! #patricksday #punjabi lnkd.in/e2kky9qz
#SVB issues principally linked to HTM treasuries. Here is my understanding (I am no bank expert so please don’t rely on it): 1. SVB grew their #loan book massively driven by cheap deposits 2. They were forced to buy T-bills to maintain #capital ratios 3…lnkd.in/e5HieMMW
Powell indicates potential for higher pace of rate hikes (not just higher rates). Reaction by S&P #futures. #powell #federalreserve #rates #equities #bonds lnkd.in/ejnfB6cS
1-year T-bills trading higher than before the dot com collapse, before the LTCM/Currency crises, precursor to the GFC et al. Yield curve is heavily inverted while equity risk premium remains ostrich like unperturbed in the face of high interest rates an…lnkd.in/eV5jdT74
SPAC Research is pleased to announce a major new product release. (1) Users can create personal #portfolios to track news and calendar events. If you are a #banker or #lawyer, you can track your clients programmatically instead of manually tracking the…lnkd.in/edK7uhXJ
Alpha Healthcare Acquisition Corp. III Announces Merger with Carmell Therapeutics, a Phase 2 Stage Biotechnology Platform Company Developing Allogeneic Plasma-based Biomaterials for Bone and Soft Tissue Healing Indications Inves…lnkd.in/eT56UZch lnkd.in/eir-WaDB
Liquidated SPACs - as good as #gold ? Unlike #vc / #privateequity / #hedgefunds that earned 1-2% annual management fees despite losing money (a cost borne by their investors), SPAC sponsors generated profits comparable to investing in gold despite failin…lnkd.in/eiJMeeN3
SPAC Research Nov #SPAC #IPO Monitor Click here for free report covering: 1. Trends in SPAC IPO Activity 2. Trends in SPAC IPO terms 3. State of SPAC IPO pipeline 4. Market reception/pricing of new IPOs 5. Sector and geography focus on new IPOs 6. Leadi…lnkd.in/d4Fc3uMx
Non-institutional & Retail #SPAC #shareholding below Q1 2020 levels Does this suggest that the #SEC's efforts have worked in reducing retail enthusiasm for SPACs? #enforcement SPAC Research SPAC Association #investing #investments #stocks lnkd.in/ewTw-s23
SPAC Research is pleased to launch our new Monthly SPAC IPO Monitor. Please sign up to get a free copy of this report and our other SPAC reports in your email -- lnkd.in/eVbM2xmx #nasdaq #nyse #ipo #spacs #research lnkd.in/e8euXVUV
We compared the performance of #IPOs versus #SPACs in calendar year 2022 YTD and found that: * Total capital raised by new SPAC listings dropped from $128.7 billion to $12.7 billion – a drop of 90%. Whereas IPO proceeds dropped from $107.4 billion to $6.5…lnkd.in/etj3c7wS
Interview with Mondee, Inc. CEO Prasad Gundumogula and ITHAX Acquisition Corp. CEO Orestes Fintiklis! youtu.be/Ln5E6ZRBYGU
Another week of zero #SPAC IPOs 6 new S-1s filed though - 100% were first time teams with <24 months in tenor, high warrant coverage and either overfunded Trusts and/or Rights for yield investors. Since April, there has been only 1 SPAC S-1 filed involving a bulge bracket bank
Podcast 🔊 | Ramey Layne recently joined @SPACalpha to discuss the recent #SEC #SPAC proposals. In this #podcast, you’ll hear an overview of what the proposals actually are and why they are happening with a timeline of possible events. Listen 🎧 here: ow.ly/QKrM50JiKPa
New Interview with Ramey Layne from Vinson & Elkins. We discuss the proposed SEC SPAC changes. Have a listen! youtu.be/Q4pYYUj9vP8 @hkuppy @SPACspin @SPACInformation @SpacWarrants #sec #proposals #spacs
Special Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
SPAC Spin @SPACspin
2K Followers 549 Following #Vestibular disorder warrior mostly trading #SPACs . DON’T take investment advice from a #dizzy person! DO support https://t.co/ZEeJnJXQFb @vestibularveda
𝗧𝗵𝗲 𝗨𝗺.. @EricTheUmpire
7K Followers 703 Following I call the shots. I provide updates on my own game, you play yours. (Not financial advice.) Mostly parody and speculation, sometimes a good trade.
RLH Capital @valwithcatalyst
3K Followers 458 Following Founder and CIO of RLH Capital (focusing on SPACs) Board Member of POSaBIT (CSE: PBIT, OTC: POSAF) Tweets are not investment advice.
Arctic @arcticstocks
2K Followers 273 Following SPAC... @SpacRight for the latest filings. Discord Server for SPAC filings: https://t.co/ZEHBzcdyTi
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Ttuenaresm @ttuenaresm36423
0 Followers 165 Following
Rerndar @rerndar83686
0 Followers 158 Following
Nepanneau @nepanneau9080
1 Followers 128 Following
DaphneConnor @nuZ3AR0y63oPOJ
0 Followers 50 Following
Sepsash @sepsash6042
144 Followers 3K Following
An Inquiring Mind📚.. @twointheworld
1K Followers 2K Following Faith, Love, God, Peace.♥️ I stand with Jesus Christ the son of God. I'm a broken sinner who will never be perfect and need God Grace and Mercy.
Sorayti @sorayti6573
127 Followers 2K Following
Sheight @Sheight159760
64 Followers 2K Following
Nenishey @Nenishey129705
199 Followers 3K Following
lily @lily89626363352
8 Followers 1K Following
Totay @Totay1348129
156 Followers 3K Following
Iryna @Iryna1489258
4 Followers 283 Following
LunaLoom @LunaLoom168972
4 Followers 349 Following
Hendi @Hendi1338108
124 Followers 3K Following
Touril @Touril450667
223 Followers 3K Following
Tanesleigh @tanesleigh8387
187 Followers 3K Following
Jerry C. Lynn @Jerry_C_Lynn
29 Followers 113 Following EVP of Development & Acquisitions @Hutchison Development
Ryphes @ryphes22881
119 Followers 3K Following
Seausouth @seausouth85121
128 Followers 3K Following
Chong Li @Brain198141
430 Followers 2K Following
McPethe @PetheMc1463
155 Followers 3K Following
Ceaushesl @ceaushesl91988
183 Followers 3K Following
Sisaseesm @sisaseesm18688
179 Followers 2K Following
Thasisen @thasisen29524
124 Followers 4K Following
Tempest @MX_Tempest
8 Followers 426 Following
JP @zxcv12357486
67 Followers 763 Following
Martin @Martin73464338
106 Followers 88 Following
Matt Lackland @MattdeBeBe
99 Followers 757 Following
nick @rningmn
59 Followers 318 Following
Lewis Silberman @lewsilb
33 Followers 498 Following
sbalniwt @twinlabs
61 Followers 209 Following
ryanc @rcoye3
146 Followers 726 Following UND Alum • Senior VP of Retail Banking • Hot Sauce Connoisseur
Chris Plahm @chrisplahm
1K Followers 910 Following Managing Partner Stonebridge Wealth Management, LLC & Portfolio Manager Tall Pines Capital, LLC @tallpinescap
STOCKS Gambino @StocksGambino
2K Followers 914 Following Swings and Day trading Ideas Analyst at @TrendAnalytics_ Posts are not financial advice.
Lydia @is_lydiaaa
10 Followers 107 Following
Ticky, PHD @Ticky2Times
452 Followers 2K Following
Space Man @spce_mn
420 Followers 5K Following
Randy Hubbell @Ranhubbell
48 Followers 86 Following
Chatterbox @low329
22 Followers 203 Following I am an easy-going guy who enjoys life and my lovely wife.
Seven Ships @ShipSeven
151 Followers 2K Following
colinwang_aisa @colinwang_asia
12 Followers 1K Following Beneath this mask there is more than flesh. Beneath this mask there is an idea, Mr. Creedy. And ideas are bulletproof.-V for Vendetta
Anp🅰️nman📶 @spacanpanman
17K Followers 673 Following Red-bean filled bread man. Tweets are ideas and opinions, not investment advice. #forsteve
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
SpacBobby @SpacBobby
53K Followers 276 Following 20+ yrs stock/crypto trader. My Opinions, DYODD. Premium subscription service with realtime entries, newsletters @BobbyA_Trades. DM me for more info 🚀!
SPAC Spin @SPACspin
2K Followers 549 Following #Vestibular disorder warrior mostly trading #SPACs . DON’T take investment advice from a #dizzy person! DO support https://t.co/ZEeJnJXQFb @vestibularveda
Arctic @arcticstocks
2K Followers 273 Following SPAC... @SpacRight for the latest filings. Discord Server for SPAC filings: https://t.co/ZEHBzcdyTi
Manpreet Singh @preetkailon
124K Followers 171 Following CEO of 5Rivers. Disclaimer :*I am not a financial advisor. Can buy/close any of my mentioned positions anytime. Do your own research!* Stock News/Chart level
Nishant Kumar @nishantkumar07
8K Followers 504 Following Writes on #hedge funds @Bloomberg. Ex-Reuters. Opinions r my own. Retweets & likes r not endorsements. Have a news tip? DMs open
M🅰️X @ToTheMadMax
667 Followers 304 Following HODL'er of ASTS with possibly best opportunity of any stock IF THEY EXECUTE. Other musings. Do your own DD. Not a financial advisor and not providing advice.
Dan Primack @danprimack
150K Followers 5K Following Biz ed @Axios. Pro Rata newsletter. Native Masshole. [email protected]. DM for Signal/Telegram. Or send tips anonymously via https://t.co/di6m7R3C3U.
VikMittal @vik_mittal
359 Followers 881 Following cap mkts, spacs, derivs, hy, cap structure, event driven. *not investment advice* and 🐊🐊🐊🐊🐊🐊
Yelena Dunaevsky @YDunaevsky
21 Followers 37 Following I am an insurance advisor and broker for SPACs - focusing on D&O and M&A RWI insurance for SPAC IPOs and De-SPACs.
Wall $t Hawk @WallStHawk
2K Followers 116 Following Momentum/Swing/Impulsive Trader/Speculator for 15+ years. Not an expert of anything. NO FINANCIAL ADVICE - Do your DD & Trade at your own risk !
The EV Guy @The_EVGuy
5K Followers 100 Following Covering $TSLA $RIVN $LCID owner of Tesla MY and reservation for #RivianR2⚡️ The future is electric ⚡️
AmberApp @theamberapp
6K Followers 522 Following The Bitcoin app for stacking & spending sats, AmberApp is the place to set up your Bitcoin life. ✨ Self-custody your #Bitcoin
Niccolo de Masi @NiccoloDeMasi
14K Followers 964 Following CEO, dMY Technology - NYSE: RSI, IONQ, PL, Chairman of The Futurum Group
Jonah Lupton @JonahLupton
557K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Gateway Investor Rela.. @gatewayir
1K Followers 2K Following Gateway is a financial communications firm focused on public companies, offering capital markets consulting and strategic messaging.
Doctor Dean Medtech @DrDeanMedtech
2K Followers 82 Following I am a medical doctor dedicated to science, medicine, and genomics. Visit me at https://t.co/qWfVUs3LT6…
ICR @ICRPR
2K Followers 913 Following ICR is a strategic communications and advisory for company leaders who are serious about building and protecting the value of their businesses.
Andrew Silva @SilvaInsure
95 Followers 815 Following SPACs / IPOs / Woodruff Sawyer / 2022 Insurance Business America Rising Star / Reach me at: [email protected]
ARK Invest @ARKInvest
767K Followers 859 Following Investment advisor focused solely on #disruptive #innovation. Disclosure: https://t.co/7lwRaEv61H
Ray Dalio @RayDalio
1.4M Followers 93 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
Howard Marks @HowardMarksBook
159K Followers 28 Following Co-Chairman & Co-Founder of @Oaktree. Author of #MasteringTheMarketCycle. This account is run by Howard’s team. Howard’s tweets will be signed -HM
Elon Musk @elonmusk
181.5M Followers 586 Following
SPAC HQ @SPAC_HQ
172 Followers 46 Following SPAC focused research, especially options. Posts for information only.
Prash @spac_culator
766 Followers 803 Following Head of research at a social media agency, Singapore. Adjunct prof at @essec. Communications PhD @wkwschool. Here for the AI, Web3, and FinTwit community
SPACs At NAV @SPACsAtNAV
453 Followers 163 Following I am not providing Financial advice, just here to be a part of the conversation around Finance, especially SPACs!
SPAC that! @SPACthat
288 Followers 61 Following Sharing knowledge, information, news, and ideas about SPACs. Love finding quality SPACs near NAV. For entertainment purposes only. Not a financial advisor.
SPAC Broker @SPACbroker
252 Followers 503 Following Breaking ideas on SPAC investing. Personal opinions only. Not financial advice or recommendations.
🕉️ WOW Trader �.. @wow_trader108
6K Followers 4K Following "Never get married to a security"- Wyckoff "Forget the adage buy low and sell high" - O'Neil "The tape tells all .. learn how to listen properly" - Weinstein
💰 JMac Investing �.. @JMacInvesting
17K Followers 776 Following Stocks / ETFs / SPACs / Investing / Financial Independence https://t.co/A5bWrUKIxu
SP🅰️C-M🅰️N @SPACMAN17
2K Followers 49 Following Hedge Fund PM in a prior life. Ask me anything. Not investment advice, just opinions and thoughts. Please do your own due diligence.
Fleet Trading Superno.. @SupernovaSPAC
353 Followers 65 Following Stock trading, focused on SPACs. Disclaimer: this is not investment advice. Do your own DD and make your own decisions. Join our discord server
🛰 FLEET Trading To.. @TornadoSPAC
226 Followers 103 Following Stock trading focused on SPACs. Disclaimer: This is not investment advice. SPAC Fleet Discord.
Cathie Wood @CathieDWood
1.7M Followers 400 Following Founder, CEO and CIO @ARKinvest. Thematic portfolio manager for disruptive innovation, mom, economist, and women's advocate. Disclosure: https://t.co/chxRD4oWOd
Gillian Tan @GillianTan
21K Followers 593 Following Bloomberg reporter @business via @WSJ et al. 🐨 in 🗽. Love tennis 🎾 & theatre 🎭 . Views are my own.
SPACwhisperer @SPACwhisperer
599 Followers 41 Following Whisperer of SPACs. SPAC investor. Not financial advice. Do your own due diligence.
Connor Bates @ConnorJBates_
12K Followers 1K Following Associate Portfolio Manager at Revere Asset Management. Personal Trading Journal. Tweets are opinions and not financial advice | [email protected]
SPAC n' Cheese @spacncheese
2K Followers 21 Following Your daily #SPAC digest with extra added cheese. Bon appétit! Join our daily Telegram at https://t.co/L4sU6LmoLe. (Use for informational purposes only)
SPACDaddy @SPACdaddy
5K Followers 2K Following Financial Freedom | Investor | Trader | SPACs & Crypto (been in since 2017) $KDA $SOL | NOT FINANCIAL ADVICE
cloudifyer @radops1
45 Followers 318 Following I don’t write BS everyday, don’t get followers everyday !!
PipeCle🅰️ner_MD @PipeCleaner_MD
191 Followers 155 Following Love being a surgeon, but can’t wait to retire on $PL, $ASTS, & $IONQ HODLINGS.
Disrupting @Disrupting_
4K Followers 99 Following Multimedia for Disruptive Companies. Interviewing, Articles & DD. YouTube, Spotify, Apple, Amazon, iHeart. @2MinPump / @2MinChart ✉️ [email protected]$XPOA $QBTS Really good D-Wave interview with @SPACalpha Runs the gamut from the tech, to competitors and customers (real ones!), and dynamics of the SPAC transaction, including tontine/bonus shares. Vote 8/2. Interview spacalpha.com/n/spac-merger-… Transcript sec.gov/Archives/edgar…
Really nice tool 👍.
Market conditions like this can be disorienting for anyone. We offer several tools available to everyone for free. The SPAC Alpha heat map offers a great mosaic visual representation of what's happening real-time. spacalpha.com/map
Recently chatted with @SPACalpha we cover a bunch of topics. Tune in👇👇
Full interview: youtu.be/B6ScJtQCC1U Clip- @hkuppy discussing US demographic changes and how that's impacting real estate @SPACresearch #realestate
$SPAQ ➡️ $ALLG
youtu.be/0yZiMA0lJG4 New interview with @AllegoCharging CEO Mathieu Bonnet & CFO Ton Louwers about their #EV #chargingstation #network, #businesscombination with Spartan Acquisition Corp. III, and plans for expansion.
spacresearch.com/warrant-index The @SPACresearch Warrant Index captures the total market cap of all public #SPAC #warrants without an announced transaction to the initial trust account values for those SPACs. Current: 1.75% Peak: ~12% (Feb ’21) @ChrisDeMuthJr @hkuppy @LizAnnSonders
Last month, CompoSecure's CEO Jon Wilk sat down with @SPACalpha to talk about the latest in card manufacturing, cryptocurrency and what's next for CompoSecure. bit.ly/3J6LuBn #CompoSecure #media #metalcards #crypto #morethanacard
Looking for redemption … investors are increasingly declining to fund SPAC deals, as average redemption rate has climbed markedly thus far in 2022 @bopinion @SPACresearch
This chart indicates an outperformance of de-SPACs to spec growth tech names over the past 2 years. See the full write up: spacresearch.com/newsletter
For tall the guys who keep emailing me about $BBBY being cheap, please realize that when my wife moved to Puerto Rico, they lost like 10% of sales. It seems fuct unless she moves back…
From this week's newsletter: a look at the trend of declining cash consideration in SPAC deals to sellers, as well as performance by cohort and the connection with late-stage/PE-owned assets. spacresearch.com/newsletter?dat… #spac #ipo @cantorfitzgerld @GoldmanSachs @Citi @CreditSuisse
Thank you @SPACresearch for the terrific interview with @HotelPlannerCEO and our SPAC Chairman Mohsen Moazami. #SPACs #IPO #CEO #thoughtleadership #goingpublic youtube.com/watch?v=aof84z…
Weekly newsletter hit member’s inbox this morning! You can see past newsletters for free at: spacresearch.com/newsletter Of note in October, we took a look at #SPAC #IPO proceeds:
Interview with $LIII and @localbounti on $SPAC transaction
SPAC Alpha #Interview with Leo Holdings III Corp & @localbounti #SPAC #Transaction $LIII youtu.be/GoT0TlrdyRM
New interview by @SPACalpha highlighting the $GSAH/Mirion Technologies transaction spacalpha.com/interviews
We’ve launched a new web series focused on understanding the business fundamentals of SPAC merger partners. Come watch GS Acquisition II CEO Tom Knott and Mirion Technologies founding CEO Tom Logan explore their business combination. spacalpha.com/interviews $GSAH #SPAC #IPO
Have a feeling this will be worth following. My buddy, Ben Kwasnick, does great work…👇👇
We’ve launched a new web series focused on understanding the business fundamentals of SPAC merger partners. Come watch GS Acquisition II CEO Tom Knott and Mirion Technologies founding CEO Tom Logan explore their business combination. spacalpha.com/interviews $GSAH #SPAC #IPO
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