Saturday, November 21, 2020

SPAC investments

"Special purpose acquisition companies" are shell companies offering venture capital as a quick shortcut to raising capital without the paperwork of an IPO. A spate of them recently NKLA, DKNG,. UTZ has made them popular. 
This article offers these caveats to consider:
"
  • Is the target business established and generating cash flow?
  • If not, does it have a viable strategy and is it positioned to achieve its goals?
  • Will the company need to make major investments in technology, talent or other resources to succeed?
  • How accomplished is the management team, and are they staying with the company after its acquisition by the SPAC?
  • Does the target company have a durable, competitive advantage, such as a patent or cutting edge technology, that gives them "a wide and long-lasting moat," to quote from Warren Buffet's most important factor when evaluating an investment?
  • What are the target's biggest risks factors? "

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