Louis Camhi provides an update on his thesis for ORGN and then walks through where he's finding opportunities in the SPAC market today.

Louis's first podcast appearance: https://twitter.com/AndrewRangeley/status/1428710432848613377?s=20

Chapters
0:00 Intro
1:45 Origin Update
5:55 Origin today versus their SPAC projections
8:45 When will we start seeing unit economics for ORGN plants?
12:55 Talking about the SPAC market today
17:30 Opportunities in current SPAC IPOs
21:30 What pre-deal SPACs does Louis like currently?
23:20 What to make of companies that are flying after the deSPAC
27:30 Are pre-deal SPAC warrants attractive right now?
36:45 CND / Circle
45:40 What to make of deals like FMAC that reward shareholders for not redeeming?
49:00 SPACs with rights like BENE and ESSC