At the start of last year I didn’t really know what a SPAC was, and now it seems that every one is a money printing machine. Yet, Chamath’s approach to SPACs identifying industries that can be modernized $OPEN and $IPOC (soon to be $CLOV) I find myself following Chamath as if he has the Midas touch.

Unfortunately, I missed out on the 60% run for $IPOE following the news of their acquisition of SoFi, so I’m officially buying into $IPOF and dedicating a portion of my portfolio as Chamath’s bets.

Until an acquisition announcement I don’t see my combined social capital position being greater than 5-10% of my portfolio, but not investing along Chamath after this track record seems like you are missing out on a winning ticket.

@gannon how much of your portfolio is following social capital?