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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (26121)2/22/2007 10:41:51 PM
From: Oblomov  Read Replies (1) | Respond to of 78741
 
With a SPAC, you are buying the prowess of the management team. For this reason, I purchased the Marathon Acquisition units. Marathon is headed up by Michael Gross, founder of Apollo Investment. George Soros has a major stake in MAQ.

I also like the USQ units, though I do not yet have a position. Union Street's management also has considerable business development and private equity experience.



To: Paul Senior who wrote (26121)2/23/2007 8:27:55 AM
From: maverick61  Respond to of 78741
 
Paul - yea, I saw that about Seth Karman and SPACs, but I too haven't quite figured out their attractiveness.

As to Dorfmann, thanks for posting his last article. A good summation of lessons learned over time. he always came across as a straight shooter to me, and his columns frequently generated good ideas to investigate


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