TVAI
Thayer Ventures Acquisition Corporation II Class A
stockNASDAQ

~~CHPG ChampionsGate Acquisition~~, R R 0.14 75.4 - Trust fund is too small BACC Blue Acquisition (R) R 0.15 201.6 - OKAY SPAC, cheap warrants, potential for arbitrage + **AACB Artius II Acquisition**,R R 0.16 223.4 - Good team (solo project of Boon Sim). Dirty cheap warrants. Previous deal - Origin Materials (now on the verge of bankrupcy). Interesting nuance with "distributable shares" ++++ **KFII K&F Growth Acquisition II**,R R 0.16 293.8 - Elite team. Dirty cheap warrants. Veterans M&A from Morgan Stanley focusing on "experiential entertainment". Previous deal - PlayStudios. +++++ SZZL Sizzle Acquisition II,R R 0.17 232.3 - OKAY SPAC, good for arbitrage, previous deal - Critical Metals Corp. OYSE Oyster Enterprises II Acquisition, R R 0.17 254 - Experts in distressed investments. The team is part of controversial Alden Global Capital activist hedge fund. They'll probably find a complicated target on the verge of bankruptcy. ~~TVAI Thayer Ventures Acquisition II, R R 0.17 202.2~~ \- A yet another electric car/drone taxi bs *DMAA Drugs Made In America Acquisition,R R 0.17 235.2* \- Not my niche, no idea (?) ~~KCHV Kochav Defense Acquisition, R R 0.19 253.9~~ \- I don't invest in defence. EGHA EGH Acquisition, R R 0.20 150.8 - SPAC veterans, previous deals - Hyliion, Volta. **CHAC Crane Harbor Acquisition**, R R 0.20 221.4 - SUPERB SPAC, WORTH BUYING. Successes - BlackSky, Falcon Minerals, Janus International, Vertiv. +++++ SOUL Soulpower Acquisition,R R 0.20 252.5 - OKAY SPAC, fair price **SDHI Siddhi Acquisition**, R R 0.23 280.2 - Moderately successful team, previous deals - Palladyne AI, Microvast. Warrants are cheap, good for arbitrage +++ FERA Fifth Era Acquisition I, R R 0.23 233.1 - These are venture capitalists masquerading as SPAC. Good potential for arbitrage. ~~PELI Pelican Acquisition, R R 0.24 86.2~~ \- Trust fund is too small