
Core Insights - The article discusses the disappointing performance of companies that went public during the SPAC boom in the early 2020s, highlighting a mismatch between high demand for SPACs and the availability of quality companies to acquire [1]. Group 1 - The SPAC boom saw a surge in demand, but many of the resulting public companies have underperformed significantly [1]. - There is a noted lack of high-quality supply to meet the overwhelming demand for SPACs during this period [1]. Group 2 - Ian Bezek, a former hedge fund analyst, has extensive experience in conducting on-the-ground research in Latin American markets, focusing on countries like Mexico, Colombia, and Chile [2]. - Bezek specializes in identifying high-quality compounders and growth stocks at reasonable prices in both the US and developed markets [2].