More of an open question, but i’m curious how people think about SPACs prior to any official announcement of a potential target. Of course, there’s really no fundamentals to evaluate, but I think there are lots of great funds that have SPACs and a track record of making excellent bets in certain industries. Couple that with what feels like consistent underpricing of the hottest tech IPOs and it does get me interested.

This tweet seemed to generate some buzz today:

I think Chamath is obviously leading the charge on SPACs with the Social Capital vehicles, but there are plenty of other strong names. Curious if others are watching any high quality sponsors, but I recently took small positions in both of Altimeter’s tickers based on their investing record.

$AGC

$AGCB