Posts
SBUX vs LKNCY - a mix match in value driven by perception
Hi all, I am confused by how differently the market values these two companies. Although Luckin and Starbucks position themselves slightly differently within the coffee industry as a consumer they are near identical. However, for some reason Starbucks has a PE of 78 while Luckin is 19.9. Luckin has shown …
Fidelity warning us not to paper-hand the SpaceX IPO. 3 quick flips and your SSN is permanently banned from future IPOs
Just stumbled across this on the Fidelity site. https://www.fidelity.com/learning-center/trading-investing/spacex-ipo-explained “if you are allocated shares of SpaceX and you sell within the first 15 calendar days from the start of trading in the secondary market, it will affect your ability to participate in future new issue equity public offerings through Fidelity …
Why the Holder of Bitcoin and a Holder of Nothing Are in the Same Position
If I said publicly that a holder of Bitcoin and a holder of nothing are in the same position, most people would think I had lost my mind. The reason seems obvious. Bitcoin holders can receive dollars, houses, cars, labor, and all kinds of goods in exchange for Bitcoin. The …
In 2018, Apple became the first company on the stock exchange, to reach a 1 Trillion dollar valuation, and people thought it was the top of the cycle back then..
**2026:** Elon Musk's personal net worth just surpassed 1 trillion, now stands at a whopping **1.1 trillion!** I think now is a good time to re-evaluate your portfolio, and position yourself away from tech as much as possible. This is a strange time, because while their is a few overvalued …
The math isn't mathing on the SpaceX IPO
Everyone is cheering the 19% pop like it proves something. It doesn't. Let's actually look. SpaceX closed today near a $2.1 TRILLION market cap. Their 2025 revenue? $18.7 billion. That's a price to sales ratio of about 112x. Not earnings, SALES. And they didn't even have earnings, they posted a …
Daily General Discussion and Advice Thread - June 13, 2026
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - [https://www.reddit.com/r/investing/wiki/faq](https://www.reddit.com/r/investing/wiki/faq) And our [side bar](https://www.reddit.com/r/investing/about/sidebar) also has useful resources. If …
Do people underestimate how much location/jurisdiction matters for businesses?
Random thought I’ve been stuck on lately. Whenever people talk about businesses or investing, most of the conversation is around revenue, margins, management, moat, etc. Which obviously makes sense. But I almost never see people talk about whether where a company is based actually matters more than people think - …
Is withZeta Driving a Re-Valuation of Lantern Pharma?
$LTRN What happens in June? Lantern Pharma has announced a dedicated June webcast focused on withZeta, its AI platform business. The most important question isn’t about the pipeline. It’s whether management starts presenting Lantern as more than a biotech company. Will we hear about: • Paying customers? • Subscription revenue? …
Which business would you buy?
I have a $20M acquisition fund. Which of these two tech companies would you buy? Hypothetical numbers: Option A: A mature B2B software company providing essential digital tools through a reliable subscription model. **Revenue:** $225,000 (growth 10.5% YoY) **Net Profit:** $67,000 **Valuation:** $800k Option B: A frontier tech firm building …
Elon Musk is an OTM call option on the Popular Mechanics Cinematic Universe becoming reality
Elon Musk isn’t valued like a CEO, he’s valued like an out of the money call option on him eventually delivering whatever Popular Mechanics put on the cover in 1998. Flying cars, Mars colonies, robot butlers, self driving taxis, brain chips, rockets landing on barges, humanoids doing your laundry. Popular …