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	Podcast:		Yet Another Value Podcast
	Episode:		Edwin Dorsey from Bear Cave on Otonomo $SAII
	Category:		Business
	Duration:		00:52:37
	Publish Date:		2021-03-31 13:00:00
	Description:		Edwin Dorsey from the Bear Cave (https://thebearcave.substack.com/) returns to discuss a high conviction long idea, Otonomo. Otonomo is a "leading platform and marketplace for vehicle data" and is going public through a SPAC merger with SAII (will trade under ONTO post-deal). Edwin thinks the opportunity for the company is enormous, and if they successfully execute they could be a multi-bagger. Chapters 0:00 Intro 4:00 Otonomo overview 6:15 How can Otonomo make money selling car data? 11:30 How does OEM partnerships work? 14:00 Why will automotive data be a winner take all market? 25:25 How Otonomo could undercut Root and Metromile 29:00 Discussing the Otonomo management team 33:50 The SAII PIPE group: good or bad? 35:50 Edwin's take on the SAII SPAC group 38:00 How big is Otonomo's TAM? 40:25 How the current SPAC market could create opportunity 43:00 Warrants are risky; discussing SAII risk/reward 49:30 What pushback has Edwin gotten on the idea?
	Total Play:		0