Takeaway: We hosted a call presenting our vetting of the recent SPACs BSPE and APPH.

 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

CLICK HERE for event replays (includes video/audio replays and materials link)

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