SPAC Deep Dive, subSPAC

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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

<ul><li>The pandemic triggered a surge in e-commerce, prompting a scramble for innovative delivery solutions.</li><li>Amongst this evolution, the need for sustainable packaging emerged as a priority for companies aiming to reduce industrial emissions.</li><li>Ranpak Holdings, a provider of eco-friendly packaging, thrived amidst this landscape, capitalizing on pandemic-driven growth.</li></ul>

The pandemic triggered a surge in e-commerce, prompting a scramble for innovative delivery solutions.Amongst this evolution, the need for sustainable packaging emerged as a priority for companies aiming to reduce industrial emissions.Ranpak Holdings, a provider of eco-friendly packaging, thrived amidst this landscape, capitalizing on pandemic-driven growth.

Fundamental Short Selling Research

Eric Fernandez, CFA

TwoRiversAnalytics

Forensic Accounting

Marvell Technology  / Forensic Accounting

<ul>
<li>This short model seeks short-sale candidates among companies that use aggressive accounting and/or exhibit deteriorating quality of earnings.  </li>
<li>They are typically highly idiosyncratic shorts and require thoughtful analyses of upcoming catalysts.  When the company’s issues become well-known, there is often multiple compression as well as a rerating.</li>
<li>These shorts can have high or low betas, valuations based on artificial earnings and exhibit good short responses to subsequently disappointing earnings.</li>
</ul>


This short model seeks short-sale candidates among companies that use aggressive accounting and/or exhibit deteriorating quality of earnings.  
They are typically highly idiosyncratic shorts and require thoughtful analyses of upcoming catalysts.  When the company’s issues become well-known, there is often multiple compression as well as a rerating.
These shorts can have high or low betas, valuations based on artificial earnings and exhibit good short responses to subsequently disappointing earnings.


Earnings Quality Short Candidates: Marvell, Celsius, Fortive and Ranpak Hldg.

United States

Ranpak Holdings Corp. provides product protection solutions for e-commerce and industrial supply chains. The Company offers business and protective packaging solutions. Ranpak Holdings serves customers globally.

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Ranpak Holdings Corp (PACK US)

Wrapped in Sustainability

Ranpak Holdings, a provider of eco-friendly packaging, thrived amidst this landscape, capitalizing on pandemic-driven growth.

subSPAC

Earnings Quality Short Candidates: Marvell, Celsius, Fortive and Ranpak Hldg.

Our earnings quality short model is flagging Marvell Technology (MRVL), Celsius (CELH), Fortive (FTV) and Ranpak Holdings (PACK).

Eric Fernandez, CFA

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