EPISODE · Jun 11, 2026 · 7 MIN
The SpaceX IPO and the Value Investor
from The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking · host Fexingo
Lucas and Luna discuss SpaceX's blockbuster IPO from a value-investing perspective. They explore how the company's capital-intensive space business, high debt load, and founder control structure interact with traditional Graham-and-Dodd valuation metrics. The hosts compare SpaceX to other capital-intensive value plays like oil majors and defense contractors, and question whether a $2 trillion market cap can be justified by discounted cash flow. They reference current market data, including the Russell 2000's recent outperformance and Berkshire Hathaway's flat price, to frame the broader opportunity set. #SpaceX #IPO #ValueInvesting #BenjaminGraham #SpaceIndustry #CapitalIntensity #FounderLed #ElonMusk #Valuation #DCF #BerkshireHathaway #BRKB #Russell2000 #SmallCaps #MarginOfSafety #Finance #Business #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
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The SpaceX IPO and the Value Investor
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