Episodi

  • Ep. 9 | Real Estate SPACS: WeWork
    Oct 12 2021

    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

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    42 min
  • Ep. 8 | Fintech Stock: Upstart
    Oct 6 2021

    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

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    25 min
  • Ep. 7 | Real Estate SPACS: Nextdoor
    Sep 30 2021

    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

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    25 min
  • Ep. 6 | Satellite SPACS: ASTS
    Sep 24 2021

    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

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    30 min
  • Ep. 5 | Mining SPACs: MP vs SOAC
    Jul 2 2021

    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?

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    56 min
  • Ep. 4 | Space SPACs: Astra vs. Rocket Lab
    Jun 18 2021

    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.

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    1 ora e 12 min
  • Ep. 3 | SPAC Speculation: AACE's Target Acquisition
    Jun 4 2021

    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!

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    43 min
  • Ep. 2 | Farming SPACs: AppHarvest vs. AeroFarm
    May 21 2021

    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

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    47 min