Topic Archives: Social Capital Hedosophia (IPOA)

If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]

A pretty quiet week as I try not to overreact to market gyrations, so we’ll be briefer than usual this Friday… but there are a few interesting things to talk about…. Crown Castle (CCI) reported a “beat and raise” quarter this week, if just barely. They raised their dividend roughly as expected this week, bumping […]

Not as much movement on this as one would expect with the big announcement merging with Virgin Galactic and Branson announcing private space flights by the end of the year. What are thoughts about the movement of the stock price (IPOA) both in the short and mid/long term?

This is the third time I’ve bought an IPO on its first day of trading, and the second time I’ve bought exposure to a SPAC over the past year — hopefully it will work out as well as the others. I saw Chamath Palihapitiya speak at the Delivering Alpha conference on Tuesday, along with Starwood’s […]

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  • what de-SPACs do you own? For me I got in early into the following: 1. IPOB Clover, still hold but this one has sucked s...

  • There is a SPAC that bought the old Molycorp that plans to sell into the EV motor space with materials. There's a China ...

  • Planning to take a look at this one later in the week -- it did give the warrants some life, as you'd expect, but the st...

  • Have not heard anything, though I am curious to see what they end up doing. They have only been out for eight months or...

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