A layman's guide to the SpaceX IPO
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Top Comments (10)
Shaan explaining TV to his kids lol. Love you guys.!
Been waiting for a clear breakdown of this one. The way you make big complex stories feel simple is why this is a must listen every week.
spacex marketcap = • 110 times annual revenue, • 300 times operating cash flow, • negative pretax income, • negative free cash flow 🤦♂️ ( comparison: apple & google are at under 10 times revenue and Tesla is under 14 times revenue).. Wouldn’t Charlie have shorted this? ( Greenblatt would have certainly.) Fantastic episode wirh Mohnish the other day. Why do fundamentals not matter? why too hard pile? Going charlie way of inversion- whats the strongest counter argument for why this valuation is justified ?
Incredibly well explained
I may not fully grasp everything but it's always amazing to listen to you guys
22 seconds ago is crazy
*Get our Business Idea Database:* https://clickhubspot.com/6d8m
love Shaan's comment about using this story as inspiration
AI just essentially just baught my 3600 SQFT house. I literally made 120K in the last 7 months with AI assisted music. The revolution is real!
This episode is basically Trilly Of The Week
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Top Comments (10)
Shaan explaining TV to his kids lol. Love you guys.!
Been waiting for a clear breakdown of this one. The way you make big complex stories feel simple is why this is a must listen every week.
spacex marketcap = • 110 times annual revenue, • 300 times operating cash flow, • negative pretax income, • negative free cash flow 🤦♂️ ( comparison: apple & google are at under 10 times revenue and Tesla is under 14 times revenue).. Wouldn’t Charlie have shorted this? ( Greenblatt would have certainly.) Fantastic episode wirh Mohnish the other day. Why do fundamentals not matter? why too hard pile? Going charlie way of inversion- whats the strongest counter argument for why this valuation is justified ?
Incredibly well explained
I may not fully grasp everything but it's always amazing to listen to you guys
22 seconds ago is crazy
*Get our Business Idea Database:* https://clickhubspot.com/6d8m
love Shaan's comment about using this story as inspiration
AI just essentially just baught my 3600 SQFT house. I literally made 120K in the last 7 months with AI assisted music. The revolution is real!
This episode is basically Trilly Of The Week