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Subscribe to my Substack: http://www.gettheleverage.comSpaceX is one of the most ambitious and historically important companies ever built… and a potentially wildly overvalued stock investment. In this episode, we explore the history of SpaceX and what you need to understand about their IPO.TIMESTAMPS:00:00 SpaceX Vision vs Stock04:36 Grit Becomes Culture05:47 S1 Fantasy Markets08:09 The Business Breakdown10:17 Why It Might Work?13:06 The Muskian Multiple14:54 AI Hype And Vibes17:09 Key Man Risk
By Evan Armstrong5
66 ratings
Subscribe to my Substack: http://www.gettheleverage.comSpaceX is one of the most ambitious and historically important companies ever built… and a potentially wildly overvalued stock investment. In this episode, we explore the history of SpaceX and what you need to understand about their IPO.TIMESTAMPS:00:00 SpaceX Vision vs Stock04:36 Grit Becomes Culture05:47 S1 Fantasy Markets08:09 The Business Breakdown10:17 Why It Might Work?13:06 The Muskian Multiple14:54 AI Hype And Vibes17:09 Key Man Risk