We’re now a year past the beginning of the real full-on panic about the coronavirus, and just a year past the worst drop in the stock market in March of 2020, so I went back to read my stuff from last April to see what I was doing and how I was feeling. Here’s a […]
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I’ve gotten a lot of questions in the past couple days about Jeff Brown’s “Pre-IPO Code” presentation, in which he teases the idea of this “Pre-IPO” investing strategy as he pitches his new Blank Check Speculator newsletter. And I’ve got good news… and bad news. The good news is, I can explain what he’s talking […]
I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]
We won’t be posting a Friday File next week due to the Thanksgiving holiday, and publishing will be light in general for the next few days for the same reason (though we will, of course, feature our annual Turkey of the Year) … so perhaps you can take some solace in the fact that this […]
Let’s start with the obvious, just to get my weekly brain dump underway for you: We don’t know what the election will hold, or where the market will go from here… I continue to think stocks are pretty expensive, particularly the hottest tech stocks (and I still own a lot of them), but I also […]
My spirits have been lifted a bit in the last week… not so much by the general state of the world (unemployment is horrifying, the pandemic remains scary, politics has sunk even further into the gutter, a big chunk of the world is literally on fire, again), but by the return of some seasonal patterns […]
I shared part one of our Friday File with you this morning, when I took some time to dig into a nanocap idea being teased by Keith Schaefer, so part two will be a little more brief… just a few quick notes about things of interest this week, and some minor moves in the Real […]
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Totally agree with this after I watched the weekly updates as well. Am strong hands as always, and this morning decided ...
Yes, but not because of PSTH. I think PSTH at $30 is absurd... if a SPAC trades at a premium, I'd much rather own the S...
Hi Travis, thanks once again for the objective and transparent Friday writeup. Wondering if you are still bullish on Per...
Apparently the Youth Pill UBX will give you gray hair as you watch its gyrations! BUY VNNHF and PSTH and make some R...
It would be a tough sell for Stripe or a really high profile company — the advantage is speed and control, you get to ...
Most SPACs have an early exercise clause like taht, though every SPAC is different. PSTH is very different than a typic...
Travis, my dumb question for the day, is it not automatic that a company can force one to exercise warrants if the under...
I’m no longer willing to trust Ackman completely at a big premium to NAV — he has changed in the years since he blew...
Heard rumors that stripe could be the psth unicorn. I have a position. Often time, rumors tend to be true ....
I read back in September that Ackman had approached both Stripe and Airbnb and been rebuffed by both, but haven't seen a...
I bought both FEAC and PSTH....
FEAC is certainly the one they were hinting at, though they reportedly recommended several to initial subscribers. PSTH...
Hey @Travis I'd received the same email from Abeyta's SPAC promo, touting PSTH. But I'd read your analysis on the very ...
Yep, Bill Ackman was on the call so no surprise at all that they touted PSTH. That's the largest SPAC pool ever raised,...
I just got this in an email: Dear Reader, Here's the free giveaway from last night: Pershing Square Tontine Holdings ...