Sea And Earth

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Sea And Earth

Sea And Earth

@mcnair

Katılım Şubat 2008
3.7K Takip Edilen213 Takipçiler
Sea And Earth
Sea And Earth@mcnair·
Since hearing that @SJCapitalInvest is leaving us I coded a desktop app that read all of this articles. So far it has an asymmetric stock screener, a matrix visualizer and built in gemini pro research prompts.
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Sea And Earth
Sea And Earth@mcnair·
@SJCapitalInvest hey, any parting thoughts on using EV/Sales-to-Growth Ratio (EVSG) in addition to just EV/Sales? Now you can calculate a premium/discount score on valuation based on EVSG compared to peers. Example below showing big discount for $lpth
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S.E. Robinson, Jr.
S.E. Robinson, Jr.@SERobinsonJr·
Did You Know SpaceX plans to have a minimum fleet of 1,000 Starships. It's true! In order to have a thriving colony on Mars, this is what it will take. The Starfactory at Starbase, once completed, is projected to build a Starship every 72 hrs. 📸 by and subscribe to Starbase Surfer (@cnunezimages).
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Sea And Earth
Sea And Earth@mcnair·
@JackKuhr The subscription cost varies by country. The average you’re using is probably too high.
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Jack Kuhr
Jack Kuhr@JackKuhr·
Starlink reported $1.4B of revenue last year, which makes sense and is actually a number I'm sure the SpaceX team is quite happy with For a software biz, better to look at the growth of subs, rather than historical financials 👇 We estimate: - Starlink subs will hit 2.5M in 2023 (150% YoY increase) - Starlink will generate $5B+ of revenue in 2023 This year, for the first time, the majority of SpaceX revenue will come from software, rather than launch Getting to $12B of Starlink revenue is likely only a couple years away. The total addressable market can support the growth
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The Wall Street Journal@WSJ

Starlink still has a long way to go before living up to Elon Musk’s ambitions on.wsj.com/44R2pBD

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BahamaBen
BahamaBen@BahamaBen9·
What's the top 10 largest U.S. stocks in 2031? Current top 10 largest U.S. stocks by market cap 1 Apple $AAPL 2 Microsoft $MSFT 3 Google $GOOGL 4 Amazon $AMZN 5 Facebook $FB 6 Berkshire $BRK.B 7 Tesla $TSLA 8 Nvidia $NVDA 9 Visa $V 10 JPMorgan $JPM Give me your 2031 top 10 👇
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Tim Ferriss
Tim Ferriss@tferriss·
"Your life is what you pay attention to." - Catherine Price
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Matt Bilinsky
Matt Bilinsky@mattbilinsky·
The internet was always going to be what it turned out to be.
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Scott Messer
Scott Messer@Scrilla100·
Hollywood BO for Weds March 18, 2020: $300K Hollywood BO for Same Weds Mar 2019: $10M Not a surprise, just big.
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Dave Lee
Dave Lee@heydave7·
I’m looking for some SpaceX shares. Please reach out to me if you have any info.
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Elon Musk
Elon Musk@elonmusk·
@Teslarati That said, although substantial capital & engineering is required to achieve extreme precision, marginal production cost of the primary structure should actually be *less* than a water tower, because it’s built inside a factory in volume.
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The Stoic Emperor
The Stoic Emperor@TheStoicEmperor·
We rarely appreciate all that our enemies do for us. They test us and make us stronger. They exploit our flaws, motivating us to correct them. They show us what we do not wish to become. So many memorable lessons. What fine teachers our enemies are.
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JC
JC@OneKapitalist·
$TSLA is at escape velocity. Next 12mo: catalysts galore. 1) Model Y ahead of sched 2) China prod start 3) OTA unleashing HW3 4) S&P inclusion 5) Battery investor day 6) New MS/X 7) Semi production 8) Pickup reveal Which one are you looking fwd to the most and why? Lmk! @Tesla
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Ryan Bale
Ryan Bale@rbalephoto·
I’m selling all 63 spacex patches that I own, excluding the missions I went to and Zuma. The most recent patch I have in here is Iridium-7. Selling them for $10 each and all the money will help me on my trip to Florida next week for Falcon Heavy and the Atlas V.
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