Team Slootman has SNOW revenues racing. But even with that, no, we don’t think it deserves a SaaS valuation.
Research & Analysis
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Activism, Governance, & Executive Moves
SPAC Market Review – February 2022
The SPAC market is a wreck, but if February taught investors anything, it’s that good fundamental stories can still prevail.
Earnings Spotlight: Sofi Technologies (SOFI)
Nope, SOFI won’t print a perfect quarter. But expect stronger hands to prevail, thanks to a still high short interest and Goldman Sachs for the pre-quarter downgrade.
Earnings Spotlight: EV maker Lucid Group (LCID)
LCID stock is running hot into its Q4 earnings report, today aftermarket. The big question is what investors are willing to pay for growth.
Weekly Executive & Director Moves (Feb 25)
Christian Cocks starts at HAS, Sima Sistani to take over from Mindy Grossman at WW and all the week’s executive and director moves.
Is Tim Cook Worth $100 Million to Apple?
Cook’s influence is undeniable as AAPL stock has soared versus the S&P500 since Cook took the reigns. But, is any CEO worth $100M?
SPAC Analysis
Daily SPAC Update – July 12, 2024
LPAA Launch One Acquisition $200M IPO. ALSA Extension Vote. VCXB Liquidation. QETA LOI Triggers Auto-Extension. MCAC Deal Approved w/ 3.7M Redemptions.
Daily SPAC Update – July 11, 2024
KRNL and AACI Deal Votes Set. TGAA, DECA Extensions Approved. CETU Deal Approved. Non-Redemption Agreements for PEGR and CDAQ. VCXB Delays Vote to July 12.
Daily SPAC Update – July 10, 2024
Crown LNG Holding + Catcha Investment DeSPAC. SIMA Sim Acquisition $200M IPO. MCAC + ConnectM Technology Solutions Deal Vote. AFAR Extension Vote.
Daily SPAC Update – July 9, 2024
GPAC Deal Closes Will Trade as SDST. CETU + MKD Technology Deal Vote. TRIS Extension Vote. SEDA + cunova Deal Termination.
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