SPAC Deep Dive, subSPAC

subSPAC

SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

Equity Bottom-Up

Global Blue Group Holding AG / Equity Bottom-Up

<ul><li>In the face of potential recession and inflationary pressures, the luxury goods market stands out from its peers.</li><li>This resilience can largely be attributed to strong pent-up demand following pandemic lockdowns, coupled with the spending power of high-end consumers.</li><li>One of the leaders of the space is Global Blue Group, a tax-free shopping-focused company that had a turbulent introduction to public markets in 2020, through a SPAC deal, amidst the pandemic.</li></ul>

In the face of potential recession and inflationary pressures, the luxury goods market stands out from its peers.This resilience can largely be attributed to strong pent-up demand following pandemic lockdowns, coupled with the spending power of high-end consumers.One of the leaders of the space is Global Blue Group, a tax-free shopping-focused company that had a turbulent introduction to public markets in 2020, through a SPAC deal, amidst the pandemic.

Research on International Stock Ideas, Value Punks

Value Punks

Research on International Stock Ideas

Value Punks’ mission is to deliver institutional-grade research on international stock ideas in a digestible, reader-friendly format.

At Value Punks, we blend our background in traditional value-investing with an openness to embrace a constantly and rapidly evolving investment and business landscape.

Institutional-Grade Research

<ul><li>Global Blue is the leader in tax refunds for tourism shopping.</li><li>The company provides the backend for refund processing, which includes software installed at merchants and service locations like kiosks and counters at airports, among other services.</li><li>Global Blue helps to streamline the refund process, reducing the burden for merchants and shoppers.</li></ul>

Global Blue is the leader in tax refunds for tourism shopping.The company provides the backend for refund processing, which includes software installed at merchants and service locations like kiosks and counters at airports, among other services.Global Blue helps to streamline the refund process, reducing the burden for merchants and shoppers.

Independent Research, Food Delivery Space, Newmoon Capital

Newmoon Capital

Independent Research, Food Delivery Space

We look for owner-operators in what we believe are either highly defensible assets or soon to be highly defensible assets, trading at a fraction of their future potential.

<p>The subject of this post is something that falls out of what I believe is my circle of competence (food delivery, food tech, related industries). However, this idea looks really interesting and I would like feedback from the investment community. Am I missing something?</p>

The subject of this post is something that falls out of what I believe is my circle of competence (food delivery, food tech, related industries). However, this idea looks really interesting and I would like feedback from the investment community. Am I missing something?

Global Blue warrants - Asymmetric risk/reward

Switzerland

Global Blue Group Holding AG provides information technology services. The Company offers tax free shopping technology and payments, smart data, targeted marketing, and business intelligence solutions. Global Blue Group Holding serves customers worldwide.

Global Blue Group Holding AG (GB US)

The Art of Resilience

This resilience can largely be attributed to strong pent-up demand following pandemic lockdowns, coupled with the spending power of high-end...

subSPAC

Small Cap Idea: Global Blue (GB)

The company provides the backend for refund processing, which includes software installed at merchants and service locations like kiosks and...

Value Punks

Global Blue warrants - Asymmetric risk/reward

The subject of this post is something that falls out of what I believe is my circle of competence (food delivery, food tech, related industries)....

Newmoon Capital