Team Slootman has SNOW revenues racing. But even with that, no, we don’t think it deserves a SaaS valuation.
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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
SPAC Daily: 3 New Deals to Start the Week
3 more SPAC merger definitive agreements announced on Monday and the rest of the day’s news in SPACs. SLAC, ENCP, GLTA
SPAC Daily: Athena Consumer Strikes German EV Deal
Athena Consumer (ACAQ) Strikes German EV Deal with Next.e.GO and the rest of the day’s moves in the SPAC market.
Podcast: Westrock Coffee CEO Scott Ford
Join David Drapkin as he speaks to Westrock Coffee CEO Scott Ford. Westrock Coffee is going public company via a $1.1B deal with Riverview Acquisition Corporation (RVAC).
SPAC Daily: SCVX Throws in the Towel
SCVX ditches its free extension plans and decides to liquidate, plus the rest of the day’s news in the SPAC market.