Replay | SPAC Research Roundup | BSPE & APPH

03/02/21 10:16PM EST

 At current levels BSPE offers asymmetric returns as it proves out its organic growth drivers and scale advantages in a fragmented industry.

Replay | SPAC Research Roundup | BSPE & APPH - BSPE thesis

AppHarvest is on the short bias list for now, because we can not quantify how much higher the shares could appreciate, or identifiable milestones to measure the company's progress against, and we are in the wrong quad for a speculative investment without revenues.

Replay | SPAC Research Roundup | BSPE & APPH - APPH thesis

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Replay | SPAC Research Roundup | BSPE & APPH - SPAC roundup cartoon

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