Source material behind every call on the tape.
Hi Folks, The US market just keeps grinding higher. A few months ago, I felt valuations were getting stretched and decided to hold off deploying some cash, expecting a pullback. Instead, the market has continued to rally and is now …
I’ve been looking at how companies like Stripe, Klarna, and SpaceX are priced in secondary markets before IPO. One thing I’ve noticed: \- valuations often peak well before IPO announcements \- retail access is basically non-existent until very late I …
*"While the analyst consensus suggests Virgin Galactic is 51.5% overvalued at $6.18 versus a $4.08 fair value, the SWS DCF model points in the opposite direction. It indicates the stock is trading about 96% below an estimated future cash flow …
SpaceX ipo is June 12 (friday) **important dates:** **june 8 - 10 (monday - wed): allocation days** * underwriters decide how many shares of spacex each fund gets * if a fund gets a shit ton of shares they have …
The views and opinions expressed here are solely my own and do not represent those of my employer, any affiliated organization, or any institution with which I am associated.JOIN THIS COMMUNITY FOR $8/YEARToday, our Bible Study on the Gospel of …
Before becoming a homeowner, I honestly didn’t care much about volatility. when my portfolio dropped 15–20%, I told myself it would recover eventually. But after buying a house and taking on a mortgage, my mindset shifted way more than I …
So a fortnight ago I posted a more broad strokes post about Agronomics (£ANIC) there were some complaints that it was a bit vibes heavy, detail light, so here we go, almost my full current DD on ANIC, stripped down …