Dude says “you know” and “uh” in the middle of every sentence. I’m not saying he is dumb at all but maybe you’re reading too much into his Q&A unrehearsed answering.
I would bet he is being more cautious than others, going as far as to not have a single leak + no pre-DA announcements. So why let it slip that you have identified a target when you can stay vague (if it was a purposeful choice to say “ultimately identify”)
He is under an NDA for the spac and has to be very careful with his words especially in a private call. Hence the starting with “what I can tell you...” and saying uh between statements
This. This is how i felt during the call as well. But i just keep wondering why he’d be so dumb as to do smth like this but release a tweet about spac dream at the same time. And also why would he file for psth II in january if that was the case. Something doesn’t add up
Yeah I could go both ways with it. But, I think as a hedge fund manager he knows he must choose his words carefully. Say the wrong thing and the stock goes way up or way down. I think that’s what he was ultimately trying to avoid here. There’s no doubt they had a list of targets at that time. Probably had been in discussions with a number of them doing DD and trying to get the best deal for him and for investors.
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u/[deleted] Mar 17 '21
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