Armer Charlie
1.6K posts
@ArmerCharlie
Privater Investor | Charlie Munger † Fan | Keine Anlageempfehlungen
My husband and I are honored and thrilled to participate in the Invest America program and gift a share of our SpaceX stock to a Trump Account for each of more than two million children across our great nation. Every American child under 18 can benefit from having a Trump Account, but our gift specifically goes to the Accounts of children (ages 11-17) that live in areas with lower average household incomes with a bit more emphasis for those that live near our central Texas home. We have been fortunate in our careers and hope this gift encourages the next generation to continue the journey of enabling humanity to live and fly amongst the stars. A huge thanks to all that worked to bring this incredible program to life.
Anruf bei der Bank, warum meine Sondertilgung nicht berücksichtigt wird. Tja, weil die Verrechnung grds. erst am 30.6. erfolgt (und die Bank bis dahin mit meinem Kapital arbeiten kann). Wieder was über Immobilienfinanzierung gelernt: Niemals Geld zu früh überweisen. #Wohneigentum
SpaceX is now valued at $1.75 trillion. Still private. Still pre-IPO. For the same money, you could buy the entire publicly-traded aerospace industry. All of it. GE Aerospace. RTX. Boeing. Airbus. Safran. Honeywell. Rolls-Royce. Lockheed Martin. TransDigm. Northrop Grumman. BAE Systems. Howmet. Twelve of the most dominant aerospace and defense businesses on the planet. Summed market cap: $1.74 trillion. SpaceX alone: $1.75 trillion. One private company. No disclosed earnings. No public track record. No IPO base. And a tech-IPO history that says a 50%+ drawdown in year one is the norm, not the exception. Versus twelve proven, cash-generating, oligopolistic machines. Decades of recurring aftermarket revenue. Real dividends. Moats so deep there hasn't been a new commercial engine entrant in 50 years. I know which side of that trade I'm on. SpaceX is a genuinely remarkable company. The reusable rockets are real. The launch dominance is real. But "remarkable company" and "good investment at $1.75 trillion before it has even priced its IPO" are completely different statements. Meanwhile the boring side of aerospace keeps quietly compounding: – GE Aerospace: the engine aftermarket annuity, decades of service revenue per engine – Safran: #1 worldwide in narrowbody engines, landing gear, and interiors – TransDigm: the proprietary-parts compounder run like a private equity machine – HEICO: the family-run FAA-parts business, roughly 22% a year for 35 years – And in three weeks, the Honeywell Aerospace spin-off lands: $17 billion in revenue, an installed base on virtually every commercial and defense platform on earth, finally trading as a pure-play The market is offering a clean choice. One spectacular story about the future. Or the entire proven present that already prints cash, at the same price. The future is thrilling. The present pays you to wait.
Finde das nur ich kurios? Ich kann jetzt in einem Zug ein #Kinderdepot eröffnen und am #IPO von SpaceX $SPCX teilnehmen 🤔 Bei flatex wird die Zukunft großartig
Bitcoin unter 70.000 Dollar! Darf man das jetzt schon Ausverkäufchen nennen? Oder Ausdemhäuschen?
Verkauf American Airlines-Optionsschein FD5HKS 18$ März 2027 nach nur zweieinhalb Monaten mit +101% / +9.000€ bei TR am 27.05. ✈️🇺🇸🤩💵 Trotz hoher Ticketpreise war die Buchungslage stabil geblieben. Diese Woche kam die News, dass $AAL Starlink verwenden wird. Brentölpreis fiel bis auf 90$ zwischenzeitlich. Ich sichere hier Gewinne, falls der Iraner wieder eskaliert, keinen Deal will, alle hinhält und dann der Ölpreis wieder steigt. Die Aktie steht jetzt höher als vor Kriegsbeginn. Buy the Dip mit OS hat sich auch hier wieder gelohnt. $AAL
