How Value Investors Can Play the SpaceX IPO

It's the biggest IPO in history: SpaceX set to list on the Nasdaq at a valuation north of $2 trillion. But for value investors, the stock is priced for perfection and the retail allocation is tiny. In this episode, Lucas and Luna break down what a value-oriented approach looks like for a high-growth, founder-controlled company like SpaceX. They discuss the concept of 'optionality premium,' compare it to Tesla's early days, and explain why disciplined investors might wait for the lockup expiration or look at supplier plays instead. Lucas walks through how to value a company with no direct peers, using a sum-of-the-parts analysis on Starlink, Starship, and Dragon. They also discuss what the Fed's flat rate environment means for discount rates and valuation. Tune in for a grounded, actionable take on the most hyped debut of the decade. #SpaceX #IPO #ValueInvesting #Nasdaq #ElonMusk #Starlink #Starship #GrowthStocks #Valuation #Optionality #FedRate #DiscountRate #SumOfTheParts #LockupExpiration #SupplierPlays #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo