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SPACs, and what comes after.

Sponsors, deals and the companies that go public through them, written from the filings.

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Ursa Major and Bleichroeder III: a real shortage, a rich price

I follow Inflection Point's deals closely, and this one is a defense hardware company, which I do not take lightly. I'm generally anti-war. I'm also an investor, and the conflicts in Ukraine and the Gulf have drained the stockpiles that these companies exist to refill. Whether you want to own that is your decision. The analysis below is mine, based on the SEC filings, and is not investment advice.

Oct 7, 202613 min read

post-SPACs

Factorial Energy (FAC): the solid-state battery bet that has to prove itself in 2027

I'm writing about a company that I think is interesting and risky in equal measure. Figures come from Factorial's SEC filings and shareholder letter unless stated. Where a number is my own arithmetic, I say so. This is analysis, not investment advice.

Oct 7, 202612 min read

About Insights

Writing from the SPAC Watch team about the sponsors, teams and deals we follow. Every figure is checkable against the live market data on the rest of the site.

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post-SPACs

Presidio (FTW): a post-SPAC that pays 14% and almost nobody is watching

Oct 7, 20268 min read

On the topic ofpost-SPACs

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Factorial Energy (FAC): the solid-state battery bet that has to prove itself in 2027

I'm writing about a company that I think is interesting and risky in equal measure. Figures come from Factorial's SEC filings and shareholder letter unless stated. Where a number is my own arithmetic, I say so. This is analysis, not investment advice.

Oct 7, 202612 min read

Presidio (FTW): a post-SPAC that pays 14% and almost nobody is watching

Oct 7, 20268 min read

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