In the Earnings Spotlight: Cepton (CPTN)

by | Mar 10, 2022 | Earnings, SPACs

If you like juice, fine. If you like fundamentals, LiDAR is still a next-year story Key points ahead of the quarter CPTN reports Q4 earnings today aftermarket. Cepton appears to have the relations in pace to make it into the winner’s circle. LiDAR maker Cepton (CPTN)...

Activist Alert: Cano Health (CANO)

by | Mar 9, 2022 | Activism

Daniel Loeb targets Cano Health. As the deSPAC firesale rages on, let the arbitrage begin. Cano Health (CANO) is trading up ~38% intraday after Daniel Loeb’s Third Point disclosed an  increased stake in the company to 1.5M shares. Given the shares’ recent...

Activist Alert: Bed Bath & Beyond (BBBY)

by | Mar 9, 2022 | Activism

Ryan Cohen hopes for a GameStop re-run at this short-squeeze favorite. Right now, it looks more like a meme stock and less of a turnaround. Ryan Cohen, billionaire co-founder of online pet-product retailer Chewy Inc. (CHWY) has taken a 9.8% stake in Bed Bath &...

DWAC: Where Big Tech and Free Speech Collide

by | Mar 7, 2022 | General, SPACs

The disruption of mainstream media is now an investing theme Following the theme of “what’s working in SPACs,” we take a closer look at Digital World Acquisition Corp. (DWAC). With a war in the Ukraine drawing even more attention to the issues of censorship, free...