In this Dialogue episode of The Synopsis, we discuss SpaceX's business model and put real math around how to justify their reported $1.5 trillion valuation. We do this all while plugging an upcoming expert call webinar on Coupang and our new Shift4 deep dive!

Coupang Expert Call Interview

SpaceX YouTube Video

Shift4 Deep Dive

Five Minute Money Newsletter Sign Up

~*~

You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.

~*~

For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Shift4 & AlphaSense Coupang Announcement (3:50) — SpaceX Intro (6:36) — SpaceX Business Segments (16:04) — Competition in Launch (21:36) — Starlink Competition (27:16) — SpaceX Valuation

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Microsoft Copilot's Security Failures Are Putting Everyone at Risk

Techlore Surveillance Report

Phishing and High-Severity Vulnerabilities

The AI-powered Podcast Player