un mapa con las principales capacidades del bicho,
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(M*)
SpaceX shares priced at $135 per share in an initial public offering. We think the shares are significantly overvalued given the wide range of likely financial outcomes.
Why it matters: After successive rounds of private investment, culminating in a $250 billion deal to acquire an artificial intelligence lab from its founder, which pegged SpaceX’s private market valuation at around $1.5 trillion, market conditions are primed for the company’s owners to offer up to 4.9% of the company’s shares to public investors.
The bottom line: Our fair value estimate for narrow-moat-rated SpaceX is $63 per share. The firm’s core launch and satellite communications businesses drive its moat rating due to the prodigious cost advantages achieved through continued research and development and accelerated economies of scale.
We see a wide range of possibilities around the newly acquired AI business and find its economic moat indeterminate, and that it also poses a material threat of value destruction to the company, which limits our overall economic moat rating to narrow.
¿ Otra salida a bolsa como la de Pug y muchas otras ?.
No me extraña que no pierda vigencia aquél viejo refrán que dice “el hombre es el único animal capaz de tropezar 2 veces en la misma piedra”
Salu2
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Hay que intentar recolectar valor en ello.
Con SpaceX me pasa lo mismo que con Facebook en el 2012. Ni yo ni nadie sabía si realmente estaba cara o no. Solo el tiempo lo dirá.
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Explicando la salida a bolsa
Asustaviejas. Como decía Morgan Housel: “Dile a alguien que todo irá bien y probablemente te ignorará o te mirará con escepticismo. Dile a alguien que está en peligro y tendrás toda su atención”
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“Esta vez es diferente.”
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Soy muy fan de Lord Draught. Pero no se valorar lo que comenta en el vídeo.
Lo que si que me escama es que modifiquen la normatica exprofeso
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Lo manipula Elon, Trump y todo el que puede.
Yo también muy fan de Lord!
Por aquí uno al que le han dado unas pocas, esperando a ver si cuando entran los fondos subo un poco más.
Y el 29 de junio entra @Bass con todo y con él todos los que llevamos el MSCI World
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When Will SpaceX Be Included in Major ETFs?
The S&P Dow Jones committee voted against changing its index inclusion rules to fast-track SpaceX ($SPCX) into the S&P 500. That means SpaceX must trade for 12 months, record 4 consecutive quarters of GAAP-positive earnings, and meet strict float requirements before it is eligible for inclusion.
So three major ETFs that track the S&P 500 ($VOO, $IVV, and $SPY) will not have SpaceX as a holding for at least 12 months.
But many of the other major index ETFs will hold SpaceX much sooner:
-Total Stock Market ETFs ($VTI, $ITOT, $VT): 5 trading days.
-Growth ETFs ($VUG, $IWF): 5 trading days.
-MSCI ETFs ($ACWI): 10 trading days.
-Nasdaq 100 ETF ($QQQ): 15 trading days.
None of the major ETFs will hold SpaceX at its market cap weight, which would be close to 4% of the US total market given its $3 trillion market cap. Instead, they will do a free-float adjustment (less than 5% of the company’s shares were floated). That means the indices will will reduce the SpaceX weighting down to 0.2% for the total US market index funds and up to 0.6% for the Nasdaq 100 Index (they can multiply the free float weight up to 3x).
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Con tantas fechas distintas, los que quieren sacar provecho de las ineficiencias del mercado provocadas por los índices, lo van a tener complicado.
Así es que no le dejan a uno especular tranquilamente.
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