SPAC ISLAND

Ep. 9 | Real Estate SPACS: WeWork

The SPAC Guys — Tue, 12 Oct 2021 08:00:00 -0700

Wework, founded in 2010 in NYC, is a rapidly growing company offering co-working space around the world. Upon a merger with Bowx Acquisition Corp. (BowX), will this be the next SPAC to take off? Join Stan and Alex for this week’s analysis.

Key Takeaways:

00:15 Wework Bio

02:53 How covid plays a part

04:40 The numbers – Alex's take

06:24 The numbers – Stan's take

07:09 Meetup acquisition

10:12 Life after turning a profit

15:00 Moats

21:28 Which makes more money- Full memberships? Or physical occupancy?

29:43 The black mark... Is Adam Newman coming back?

34:03 Wework: the dividend factory?

39:00 In Summary

Thanks for listening!

Links: SPAC Island - Website | Twitter | Leave Us a Review | Email Us

WeWork – Website | Numbers

Ep. 8 | Fintech Stock: Upstart

The SPAC Guys — Wed, 06 Oct 2021 08:00:00 -0700

In this episode of SPAC Island, we dive into Upstart (UPST)- a rapidly growing B2B loan vetting company that uses powerful artificial intelligence. Join us as we discuss why this might be one of the biggest stocks of the decade.

00:35 Upstart Breakdown

04:07 Is Upstart worth it? Why?

06:52 How it works

10:00 Company Leadership

12:30 The numbers

14:05 Risk Assessment

16:00 The future of Upstart

22:01 Upstart’s Competitors

Links:

SPAC Island - Website | Twitter | Leave Us a Review | Email Us

Upstart – Website | Numbers

Ep. 7 | Real Estate SPACS: Nextdoor

The SPAC Guys — Thu, 30 Sep 2021 08:00:00 -0700

Nextdoor Show Notes

Nextdoor, a San Francisco-based company is an app dedicated to connecting its users to others in their neighborhood. With a $4.3 billion deal, it will merge with Khosla Ventures Acquisition Co II to form the new entity, KIND. Join Stan and Alex for this deep dive into this SPAC to find out if this is a win or a flop.

Key Takeaways:

00:25 Bio

03:45 The social media dilemma

09:08 Leadership

12:03 Investment Assessment

18:20 Advertising in Nextdoor

19:32 Defensibility & competition

22:06 Stan & Alex’s stance & summary

Thanks for listening!

Links: SPAC Island - Website | Twitter | Leave Us a Review | Email Us

Nextdoor - website | investor relations

Ep. 6 | Satellite SPACS: ASTS

The SPAC Guys — Fri, 24 Sep 2021 08:00:00 -0700

ASTS Show Notes

AST & Science (ASTS) is a company claiming to bridge the gap for all areas of the world that do not get cell service. Their goal is to create the first space-based cellular network, providing 4G & 5G speeds globally. Can this be the next big thing for cellular data? Is it feasible? Join Stan and Alex for an in-depth analysis of this company and the market around space driven cellular data!

Key Takeaways:

01:00 ASTS Bio/ Aspirations

01:46 The problem to solve & company ambition

06:40 The Blue Walkers

10:25 5G speeds.. Is it possible?

16:13 The CEO, Abel Avellan

17:43 In competition with Starlink

24:24 Stan’s position

25:12 Alex’s position

27:52 In summary

Thanks for listening!

Links:

SPAC Island - Website | Twitter | Leave Us a Review | Email Us

ASTS - Website | Numbers

Ep. 5 | Mining SPACs: MP vs SOAC

The SPAC Guys — Fri, 02 Jul 2021 08:00:00 -0700

In this episode we discuss MP Materials ($MP) and The Metals Company ($SOAC).

Demand for metal ores, especially rare earths, continues to grow as EVs (electric vehicles) become mainstream. $MP is a traditional rare earth mining operation that is already profitable with ambitions to rebuild a US supply chain. $SOAC instead is a first mover innovating in deep sea mining, scooping up metals from the ocean floor.

Which company has the smartest approach? Is the market big enough for the both of them?

Ep. 4 | Space SPACs: Astra vs. Rocket Lab

The SPAC Guys — Fri, 18 Jun 2021 08:00:00 -0700

In this week’s episode we discuss two new space SPACS merging onto the scene: Astra (HOL) and Rocket Lab (VACQ).

Astra and Rocket Lab are both small payload launch companies that are tackling the micro satellite market with their lower cost and smaller payload rockets. Astra has launched rockets to space, but has yet to get to orbit. Meanwhile, Rocket Lab has reached orbit multiple times and has implemented a partial rocket recovery system.

Both companies have their eyes set on the same market and are going public via SPACs to fuel their larger ambitions.

Ep. 3 | SPAC Speculation: AACE's Target Acquisition

The SPAC Guys — Fri, 04 Jun 2021 08:00:00 -0700

Joel Marcus, a real estate mogul and biotech venture investor, helms a new SPAC - Alexandria Agtech/Climate Innovation Acquisition (AACE).

Now the question is, which company will this SPAC merge with? Could it acquire one of Joel's VC firm portfolio companies like Indigo, Inari, or Greenlight Biosciences?

In this episode, we'll walk you through this potential acquisition targets. Let's speculate wildly!

Ep. 2 | Farming SPACs: AppHarvest vs. AeroFarm

The SPAC Guys — Fri, 21 May 2021 08:00:00 -0700

Which is more profitable? Greenhouses or Vertical Farms?

What moats can indoor farming companies have?

Is indoor farming more profitable?

We’ll answer these questions as we uncover which company we think is a better long-term investment: App Harvest or Aerfofarm.

References:

AppHarvest SPAC investor presentation - https://investors.appharvest.com/static-files/8db681b8-4ea3-452f-a3e6-3a151d8866d9
Aerofarm SPAC investor presentation - https://www.aerofarms.com/wp-content/uploads/2021/05/AeroFarms-Investor-Presentation.pdf

Ep. 1 | Electrical Vehicle SPACs: A Deep Dive

The SPAC Guys — Fri, 07 May 2021 08:00:00 -0700

In this episode, we review all the past and future Electric Vehicle SPAC merger targets and companies such as Lucid Motors (CCIV), Lordstown Motors(RIDE), Canoo (GOEV), Proterra (PTRA), Xos (NGAC) and Lion Electric (LEV).