저자: 미상 · 외국인
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첫 줄: 영상은 빌 애크먼의 SPAC 'PSTH(퍼싱스퀘어 테이킹 홀딩스)'를 소개하며 관심 종목으로 제시하나, 진행자 스스로 '지금 당장 대량 매수보다는 보유 관망 수준'이라고 말함. [종목 개요] PSTH는 빌 애크먼이 운용하는 헤지펀드 관련 SPAC으로, 영상 시점 주가는 약 26.92달러. 상장은 2020년 7월 22일, 공모가는 일반적 SPAC 10달러가 아닌 20달러. [자금 및 투자자 근거] 최근 10-Q 기준 은행 예치금은 약 40.3억 달러, 스폰서와 추가 투자 약정 최소 10억 달러 및 최대 20억 달러 매입 가능성 언급. 이 자금 규모를 근거로 '달까지 간다'는 낙관 주장. [합병 후보] 소파이(SoFi, 기업가치 약 40.8억 달러), 블록파이(5천만 달러 조달), 아콘(2억 5천만 달러 조달 시도) 등이 SPAC 상장을 검토하는 것으로 언급. 애크먼과의 연결 여부는 불명확. [주가 흐름 및 수급] 최근 한 달 약 4.1% 상승, 6개월 간 대체로 20달러 부근 횡보, 큰 폭 조정은 없었음. 일 평균 거래량은 약 300만 주로 언급. [리스크] 관심이 애크먼이라는 인물에 쏠려 있어, 그가 이사직이나 운용 역할에서 물러나면 급락할 수 있다는 우려. 합병 대상을 아직 찾지 못했고, 2022년 7월 기준 시간이 많이 지나 '서두르지 않으면 주가 하락 가능성' 언급. [진행자 전망] 장기 플레이로 보며, 애크먼의 투자 능력을 높게 평가. 다만 '지금 대량 매수는 권하지 않고 보유 또는 관망'을 제시하고, 투자 책임은 본인에게 있다고 고지. [기타] 영상 말미에 2021년 1월부터 주간 소액 증정 이벤트 예고.
다듬은 글
and welcome back to another episode of coffee and stocks let's continue our path to keep building this family this community of investors please please please don't forget to drop a like on this video as well as president amazing subscribe button it does go a long way in supporting the channel and i do thank every single one of you guys we currently pass the 1000 subscriber marks you guys are amazing i mean i never imagined myself reaching this so quickly and i think every single one of you guys because you guys have been such amazing support we are going to talk about another potential spec um and it's going to be psth or pershing square taunting holdings you guys know about this quite a bit it does have a particular a huge hedge fund investor that is running this and it might cross the path of a spec as we get closer to well let's go back and see it's currently going for 26.92 it isn't that cheap you know because of a spec you know we look at specs and it's like oh if it's under 20 so if it's under 15 it's like we could jump into it right now it's currently 26.92 and i think it's based because this guy is the head and is the director of this company so we're looking into here the person who is the manager is bill aikman like he is such an investor guys if you guys know him he has such a huge reputation and he puts his money where his mouth is and he is very very smart the type of deal he is looking for is huge he hasn't really specified which company he's trying to uh do a spec um he's trying to keep it silent right now obviously because if we knew about which company it was it would have been through the roof right so bill ackman a famous hitch fund manager runs the company that's sponsoring this spec investors who buy shares of the spec which i will call pershing uh square stocks uh will be able to follow in bill aikman's footsteps by owning a stake in a large private company he's made millions and millions and millions of dollars so definitely definitely keep this uh company in your uh watch list because i believe is it will shoot up to the sky now keep in mind that spec went public on july 22nd um at twenty dollars per share that was a bit unusual as most backs have an ipo price of ten dollars therefore the shares are now up over 25 percent even though the spec has not yet closed on a merger with a private company right so psth uh remains a very interesting spec um and has over 4.03 billion sitting in the bank according to his latest 10q 4.03 billion dollars just sitting in the bank imagine how much money that is right moreover the sponsors of the spec are two of bill aikman's hedge funds as well as public company called obviously uh psh zf the three companies which formed uh pershing uh square th holdings have fledged to put a minimum of another one billion dollars into this back that can also buy up two billion dollars of the shares so it's just money on money on money on money and now there's a lot of companies who struggle to bring in the money in order to go public via spec um so a lot this this two billion dollars plus the additional 4.03 billion dollars is just sitting in the bank it's huge right that itself could definitely tell you that is it it's just gonna go through the moon um so definitely keep that into uh in your watch list now there is a few uh companies that i don't wanna say are going to be the only ones that are in his um view and this site but sophie is report reportedly exploring the possibility to go public via spec now can bill aikman and sophie uh you know link up maybe you know but sofi is valued at four point zero eight billion dollars uh so that is huge four point zero three four point zero eight billion dollars that is amazing another one that is currently in the view is a block fi which has raised 50 million dollars to i a potential spec that is another one that is in the the view to go you know public via spec and another one is acorn uh acorn has been trying we're not really trying but has been trying to raise 250 million dollars um in order to go through a spag now if you guys do know going public via spec is the easiest and fastest way uh we're not really easiest but it's just the fastest way to go public a lot of people especially right now are hyped they are crazy about specs and they are crazy about all these companies going uh public via specs because that is huge and intense um an intense money that comes in through a spec you know it just shoots through the sky it just shoots through the roof and it's incredible how many of these we haven't really been talking about um and it's still a lot a lot of money that can be made out of these specs now in the past month psth has incredibly raised 4.095 percent to the upside in six months it has uh well this is this is kind of weird but it has been trading around 20 um for quite a while it hasn't really had any kind of crazy correction the crazy dip so that is pretty good in order to understand that this company is very serious even though through the downsides that the stock market has had um in the current months you know when we had the crazy eevee uh correction uh a couple months ago etc this company has stayed persistent and we like that in order to play this uh this company uh to the long term and just get more and more money in the long term if you look into into the volume it is just incredibly high we're not incredibly high high but 3 million shares have been passed through the you know is the average volume right so i think that is pretty good a lot of people are interested in this company a lot of people are uh very uh or they have it in their watch lives they have it in their portfolio they do have a little bit of hype because bill aikman is the director and he is the hedge fund manager um so definitely keep that in mind because you know if it's just hype because he is in there what happens when he does leave what happened when you know he doesn't want to be the the henchman director anymore or or manager anymore is he just going to crash down and we're going to lose a lot of money i don't know obviously i'm not a financial advisor so i'm not going to tell you what to do with your money i'm just throwing this in you guys's way because bill aikman has been trying to find a company to merge with uh in order to keep making more and more money now i do believe that this is a long-term play because bill aikman is such a smart dude especially in the stock market and he has been making tons and tons of money in it and we could also you know try to follow his footsteps join in his company you know a couple shares a couple shares here a couple chairs there just in case it does drop a little bit we're able to ever co cost our dollars and we're able to still uh make more money definitely keep this in your watch list i would say hold on um right now uh to to buy some stocks of this because it doesn't seem like uh it's not it doesn't seem like it's going to drop that much um so definitely be smart with your money all right that's the only thing i'm saying just be smart with your money uh billington definitely does some very very smart things 26.92 isn't that high but they still haven't found a company um to merge with but they have been uh public um since july of 2022 well july 22.
so that's quite a bit of time um i don't want to say rush it but if they don't find some or a company soon um then i believe that this that their price is just gonna drop a little bit all right well that was to this video hopefully you guys liked it don't forget to comment down below like and subscribe because it does go a long way and supporting the channel and you guys really really really do support this channel and i do thank you guys starting next year 2021 january 1st 2021 at the end of each week that i make videos i will be giving a little money away um at the end of the week and i will talk about it later on but think about it as coffee and stocks dividends and it depends on uh the stock market so i'll talk a little bit about about it you know in the future maybe in a couple of days so everyone could join in and get a little bit of money but i will see you guys next time on coffee and stocks
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