The Special Situation Cast

Evan Ratner: There Could Be 60 New SPAC Launches In January


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Interview with Evan Ratner, SPAC Portfolio Manager at Easterly Alternatives. Evan has a background in event-driven and special-situations investments but is currently primarily focused on SPACs. SPACs are special-purpose acquisitions companies and they are the latest investment fad. 

We get into what are the most attractive industries, what kind of SPACs may not be great targets, what kind of SPACs are best targets, and how Evan selects his targets to build a portfolio.

Redball (RBAC) is a SPAC rumored to go after the Red Sox. We briefly talk about Bill Foley who I've wrote about recently in - Foley Trasimene Acquisition II Wants To Dominate U.S. Gaming With Skrill And Neteller (NYSE:BFT), Quantumscape (QS) and its warrants, ex-GM President Barry Angle's Qell Acquisition Corp (QELL), another Richard Branson vehicle called VG Acquisition (VGAC) and Sam Zell's Equity Distribution Acquisition Corp (EQD). Of course, we couldn't ignore Pershing Square Tontine Holdings (PSTH).

Here are some links to articles mentioned:

Bloomberg: Here

Fun Substack: Ratlinks Redux

Evan's Twitter: Here

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The Special Situation CastBy Bram de Haas

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