Ep. 5 | Mining SPACs: MP vs SOAC

Release Date: 10/06/2021

Description: In this episode of SPAC Island, we dive into Upstart (UPST)- a rapidly growing B2B loan vetting company that uses powerful artificial intelligence. Join us as we discuss why this might be one of the biggest stocks of the decade.00:35    Upstart Breakdown04:07    Is Upstart worth it? Why?06:52    How it works10:00    Company Leadership12:30    The numbers14:05    Risk Assessment16:00    The future of Upstart22:01    Upstart’s CompetitorsLinks:SPAC Island - Website | Twitter | Leave Us a Review | Email UsUpstart – Website | Numbers

Explicit: Yes

Release Date: 09/30/2021

Description: Nextdoor Show NotesNextdoor, a San Francisco-based company is an app dedicated to connecting its users to others in their neighborhood. With a $4.3 billion deal, it will merge with Khosla Ventures Acquisition Co II to form the new entity, KIND. Join Stan and Alex for this deep dive into this SPAC to find out if this is a win or a flop.Key Takeaways:00:25    Bio03:45    The social media dilemma09:08    Leadership12:03    Investment Assessment18:20    Advertising in Nextdoor19:32    Defensibility & competition22:06    Stan & Alex’s stance & summaryThanks for listening!Links: SPAC Island - Website | Twitter | Leave Us a Review | Email UsNextdoor - website | investor relations

Explicit: Yes

Release Date: 10/12/2021

Description: Wework, founded in 2010 in NYC, is a rapidly growing company offering co-working space around the world. Upon a merger with Bowx Acquisition Corp. (BowX), will this be the next SPAC to take off? Join Stan and Alex for this week’s analysis.Key Takeaways:00:15    Wework Bio02:53    How covid plays a part04:40    The numbers – Alex's take06:24    The numbers – Stan's take07:09    Meetup acquisition10:12    Life after turning a profit15:00    Moats21:28    Which makes more money- Full memberships? Or physical occupancy?29:43    The black mark... Is Adam Newman coming back?34:03    Wework: the dividend factory?39:00    In SummaryThanks for listening!Links: SPAC Island - Website | Twitter | Leave Us a Review | Email UsWeWork – Website | Numbers

Explicit: Yes

Release Date: 09/24/2021

Description: ASTS Show NotesAST & Science (ASTS) is a company claiming to bridge the gap for all areas of the world that do not get cell service. Their goal is to create the first space-based cellular network, providing 4G & 5G speeds globally. Can this be the next big thing for cellular data? Is it feasible? Join Stan and Alex for an in-depth analysis of this company and the market around space driven cellular data!Key Takeaways:01:00    ASTS Bio/ Aspirations01:46    The problem to solve & company ambition06:40    The Blue Walkers10:25    5G speeds.. Is it possible?16:13    The CEO, Abel Avellan17:43    In competition with Starlink24:24    Stan’s position25:12    Alex’s position27:52    In summaryThanks for listening!Links:SPAC Island - Website | Twitter | Leave Us a Review | Email UsASTS - Website | Numbers

Explicit: Yes