
Is SpaceX's $1.75 Trillion IPO more like Project Hail Mary or Interstellar? We unpack the SpaceX IPO from a valuation lens. We synthesize the highly varied perspectives from the ultra bulls (Gavin Baker), the bears (Jim Chanos, Nicolas Owens, and Suryansh Sharma - Morningstar), and the astute observers (Ashwath Damodaran, aka "the dean of valuation").
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Intuitive Surgical: The Quiet Robotics Compounder

Abivax, an investing lesson in thinking slow, acting fast

Michael Burry Unchained and His Newsletter Gang

Jeremy Raper goes for extra credit at the Humm Group
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