Yet Another Value Blog

In early July, I called Altice the “best” large cap stock. Since then, the stock has done one thing: go straight down. Today, the stock is gapping down again as the company guided to losing subs in Q3 at the GS conference. I stand by everything I said in the first post (as

I’ve written extensively on all of the shenanigans going on with SPACs (most recently commenting on the MUDS / TOPPS deal falling apart and how SPAC sponsor don’t give a fudge about their reputation), but just when I think I’ve seen it all a SPAC will come out with some weird, new angle that leaves me with more questions than answers. And this month, I saw perhaps the weirdest announcement and SPAC stock response yet.