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Deep Dive on the Aurora + RTPY SPAC Deal w/ Chris Urmson and Michael Thompson

by BA Research | Oct 12, 2021 | Podcast, SPACs

Aurora CEO Chris Urmson and Reinvent’s (RTPY) Michael Thompson join David Drapkin to talk self-driving technology, why Aurora is setup for success, and the overall SPAC market. Aurora / Reinvent just announced their shareholder vote on the deal is happening on...

Okapi’s Bruce Goldfarb on Activism, the Rise of Retail, AMC, and SPACs

by BA Research | Oct 11, 2021 | Podcast, SPACs

Bruce Goldfarb, CEO and Founder of Okapi Partners joins David Drapkin on the Know Who Drives Return podcast. Bruce goes deep on what he’s seeing in recent proxy seasons, contested M&A, SPACs, AMC, and whether retail investors are good for the markets....

SPACs for the Long-Term with True Wind Capital’s Scott Wagner & Tom Hegge

by BA Research | Oct 6, 2021 | Podcast, SPACs

True Wind Capital’s track record as a SPAC sponsor is about as good as it gets. Open Lending Corp (LPRO) is an absolute rock star deSPAC up over 240% since IPO, Rover (ROVR) is up 30% since IPO, and there is more on the way from them with Bilander Acquisition...

Investing in SPACs for Yield with Jonathan Browne from Robinson Capital

by BA Research | Oct 4, 2021 | Podcast, SPACs

Jonathan Browne from Robinson Capital joins Boardroom Alpha’s David Drapkin to talk about SPAC arbitrage. Robinson Capital’s SPAX ETF launched in June of 2021 and is an actively managed exchange-trade fund (ETF) that invests in Special Purpose Acquisition...

SPACs, FOMO, and Tail Risk – Matthew Tuttle Captures the Momentum

by BA Research | Sep 24, 2021 | Podcast, SPACs

Matthew Tuttle from Tuttle Capital joins David Drapkin to talk about SPACs, FOMO, and tail risk. Tuttle Capital’s thematic and actively managed ETFs are taking advantage of the SPAC craze, everybody’s FOMO (fear of missing out), and protecting the downside...
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