#Spac thread on some post mergers in 2021. Some simple ideas. I didn't include most EV plays, Simply too many for me and too early to see clearly who will emerge the winner. Those decisions can come later after actual results, as the runways will be huge.

My version of a diversified pm spac portfolio. Tell me what you think;
"New World" Companies with large runways;

Chargepoint ( $SBE) Ev charging stations
$MP Materials rare earth miner.
Desktop Metal 3d printing $DM
SOFI ( $IPOE) Online personal finance.
Butterfly $lgvw

Safe Picks. With high upside
1. Bark ( $Stic)
2. Paysafe ( $BFT) Online payments leader in Igaming.

I don't love the competition for $Bark and $PFT but I believe a) both spaces petcare + e-comm & digital payments are secular growers b) both have a niche to exploit @JonahLupton

Safe picks but perhaps limited upside.
1. $AXPT Avepoint software vendor "manager".
Don't love the dependence $AXPT has on $Msft however sometimes heavy integration is a plus (example stripe & shopify see @packyM).

2. $DMYD Genuis sports data provider.

Two slightly more speculative but very intriguing
1. $Trit Triterras trade finance blockchain targeting smaller companies. Main risks 1. Getting pushed out by bigger players 2. Lack of clear credibility in management

@Patrick_Invests

2. $SSPK Weedmaps. Love this play on cannabis but Risks 1. Competition with leafly 2. Federal Investigation into listing unauthorized vendors

Two EV plays with clearer (to me) pathways and lower downside.
$XL fleet
$Ride Lordstown motors.
@chriskatje

*I didn't include online gaming stocks, still unclear to me who's the big winner (if there is one), I'd stick to $dmyd and maybe $Betz etf @maybebullish @roundhill

Above thread @DJohnson_CPA @SPACtrack @SpacGuru