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how's it going everyone it's sam today we're talking about the largest back in the world with which is psth and what's happening with their company because they got a massive push on friday where they went up 10 so i want to explain what's happening when the merger is going to happen what i think will happen with the merger who i think they might be merging with and the increase of a couple billion dollars by bill ackman in this pipe investment so i'm going to get to all that but before we do if you guys don't mind hitting the like button i appreciate that it helps push this out to more people if you guys want there is a link down there to patreon i want to hit on it real quick because right now we're sitting on send stock we got in at a dollar seventy it dropped down to a dollar fifty we added more a dollar fifty it's up twenty seven and a half percent today to fif to five dollars and thirty cents we also have bng0 which is above 15.
we also have cvlb which we added last week but we also have some exciting stuff too because we're gonna have someone that's going to help us run different giveaways and help with everything in there to make it run a lot smoother we also are just now working with someone too that's going to help us on this back end he's a kind of a spac expert and he's going to help us figure out some plays that are lower risk that could potentially run 10 20 30 percent without as much downside so i think that's going to be nice to add because we already have some penny stock plays some high growth plays but having some spacks with limited downside i think is going to be awesome for the portfolio so a lot of exciting things are happening right now so if you want to check that link out there is a link down in the description for the patreon there's also a link down there to weeble if you want some free stocks definitely check that out so i appreciate it guys but let's get into it so psth is the company we're looking at today and it was up about 10 after hours on friday and this is because of a couple things first of all they had this 13 g filing that happened on friday and this caused a lot of people to take a look at it because it's by pershing square capital management persian square taunting holdings is the spac but this is the hedge fund that bill ackman owns now a 13g filing is filed whenever someone qualifies for a five percent ownership of a section 13 security so basically they needed to file this because they were making a large pipe investment now they are adding a couple billion dollars to the pipe a lot of people think that you know the reason that they would do this is because they are close to a merger they would do this because they want to add some extra money to the table maybe it's because they just like the investment so much maybe it's because the other company wants some more cash maybe it's because they want to go after a larger company there are a couple different reasons for it but this is coming up right before they their annual investor presentation so they're going to have this investor presentation on thursday so february 18 at about 9 00 eastern time so again this is going to be pretty pretty interesting timing here a lot of people think that they're going to announce over the next you know two days and then discuss it at the investor presentation some people think that's going to happen on the day of right where they're just gonna explain who they're merging with that day but i think if we don't see anything come out of this there will be a little bit of a sell-off so just keep that in mind however there are a couple different companies that people think they might merge with and i'll just go through this here this is on seeking alpha and it kind of goes through some of the potential targets of this spec now these were their criteria for the company that they're merging with they want something that's simple and has free cash flow they want something that has high barrier of entry they want something with limited exposure to extrinsic risk factors a strong balance sheet which you know pretty much any company that they merge with would have a strong balance sheet after they inject you know five to eight billion dollars minimum or minimal capital markets dependency large cap attract evaluation exceptional management and governance so they want something that is a mature unicorn as they say and there are a couple different options for what they could actually get here so the first one is coinbase some people are thinking coinbase with bitcoin's rally recently uh i think that coinbase probably will go public at some point soon however i don't think that they would go public through this back i i don't think bill ackman really wants something like this if you look at bill ackman's portfolio it's actually quite boring he has a lot of different restaurant companies he has a lot of recovery plays i don't know if he would get into the crypto space they also have robin hood on this list but with everything that happened over the last couple weeks i don't think robin hood wants to go public now i could have seen this maybe a month ago but after all the after all the stock issues with amc and gamestop i don't think they really want to go public now because the the market sentiment is not very high towards robin hood there's also spacex but i don't think that elon musk would go with bill ackman for this and nothing against bill ackman but again if you look at his portfolio it's not real aggressive it's not real growth oriented it's a lot of recovery plays it's a lot of it's a lot of deals that he's going after he's not really going after these mega growth companies there's also jewel labs bloomberg stripe but the stripe ceo and this was something that a lot of people thought was going to happen the stripe ceo said on twitter no such deal back in december so you know i guess it could happen but he pretty much said that it wasn't going to happen also epic gaming this one could be really interesting uh they have fortnite unreal gears of war infinity blade i think that this could be big if this actually comes out of it if this is who they merge with tencent already owns a lot of the company though so just keep that in mind there's also instacart chime uh instacart says that they're gonna go ipo though chime nvidia wework i can't say this probably on on uh youtube without being demonetized and then subway i think subway is probably the most likely target it's one that is probably one of the the least exciting ones on this list but they have 40 almost 42 000 locations in 100 countries so high barrier of entry it's mature they already have a big footprint and a lot of people know about them but i think honestly they're they would probably trade at a bit of a discount because of the fact that they're not that interesting a lot of people around me don't even really like subway because we have jimmy john's over here we have fire out subs we have other sandwich shops that i think a lot more people like but if they could revamp it somehow if they could add a lot of value to it i think their numbers are probably down especially because of the pandemic too i mean who's going out to restaurants to get sandwiches not too many people i think right now most people are probably just making sandwiches at home and i think a lot of sports at least around me are canceled so i think about like different sports teams going to get sandwiches before or after games or something that's probably not happening right now at least not that often compared to what normally happens so i could see this as being a very real possibility for who they merge with now again anything could happen i'm not a financial advisor i'm not a stock analyst you know they could merge with someone great and go up to 70 a share who knows but it is trading at a bit of a premium right now because it did start at 20 a share now it's around 32 a share so it's the equivalent of being about 16 a share if it had started at 10 so just keep that in mind if you guys want to know exactly what i do with this company i bought it around 25 to 26.
you can check out the patreon down below again we're up massively on c c v l b also sends and b n g o so definitely check that out if you're interested in getting in on one of those stocks you know a little bit earlier on next time on bngo we're actually up eleven hundred percent something like that because we bond at a dollar at 1.25 so great gains there but let me know your thoughts on this down below let me know who you think psth is going to merge with and what kind of growth do you think that they'll have when they merge with them thank you guys and i'll see you in the next video if you want to see the video that i did just last night on nndm in their latest massive share offering check out this video here and if you want to see some growth stocks that are in the biotech sector check out this video down here thanks you
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