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You need to change the name of your RUclips channel to "The Voice of Reason." You are one of the most coherent and reasonable voices floating around on RUclips that deals with investing. Thanks for all your videos.
That's about the best praise we could expect to hear, thank you for your support! If we're able to help people become better investors and make fewer mistakes then they'll eventually thank us by opening their wallets. ;)
It’s insane to me that someone could make a company like this privately… not to mention on Twitter, the boring company. Having created Tesla etc. etc.. such a Tony Stark, like life, seems almost impossible, if I didn’t see it with my own eyes I wouldn’t believe it.
Exactly. And don't forget he's one of the world's top Diablo 4 players in his spare time when he's not shiteposting on Twitter. It's not a zero probability the man is an alien.
Been considering for a while to invest into Swedish flat capital which has exposure into spacex, i believe just 0.1 or 0.01% of the total stock. But you also get exposure to klarna but currently it trades at a 92% premium
Apart from the where and how, will SpaceX ipo in the end? For Musk it is the means and the milking cow for getting his Mars colony, regardless of the profitability of that endeavour. Is that an interesting company to invest in?
What seemed most surprising was just how fast Starlink is expanding which lends credibility to that entire thesis. Good question you raise here about where the funding is coming for the Mars colony. Does anyone know how he plans to fund this? Would investors ever fund that? Where's the ROI coming from aside from potentially protecting against the extinction of mankind? You raise a good point.
@@Nanalyze check for example for this article: "Starlink Was At Heart Of SpaceX’s $30 Billion Goal Of Self Funding Mars Colony" The expectation is that Starlink will spin-off to ipo. In theory, SpaceX going public could mean Musk doesn't fully determines the direction of SpaceX anymore. And he has only one direction in mind. On the much longer term, they might go into asteroid mining which is much more convenient from Mars. But that's a far leap from now.
@@Nanalyze "Starlink IPO Will Fund Mars Colony (SpaceX)" (youtube) "Starlink Was At Heart Of SpaceX’s $30 Billion Goal Of Self Funding Mars Colony" "How SpaceX's Starlink Internet Satellites Could Help Humanity Colonize Mars" "SpaceX sees Starlink as crucial cash cow to fund missions to Mars" Musk repeatedly said Starlink will fund his Mars program. The expectattion is that Starlink will spin-off at a certain moment to go public. With regard to SpaceX, Musk will want to stay the only one determining the direction, and he has only one direction: Mars. Not necessarily profitability.
@@wasp586 Yes agree. Mars not profitable. Is this a big problem with the SpaceX thesis that nobody is properly addressing? Your very good point has been noted.
Nav erosion is the one concept that is so simple to understand, yet so few take the 30 seconds to educate themselves on it. Thanks for addressing it here with examples. Making better investors makes a healthier market. 👍
Buffett recently commented on how unhealthy the market is today so we use every opportunity to try and educate investors. Glad the explanations are coming across good! Joe P.
@@Nanalyze its very recent that Degroof petercamp analist Kris Kippers mentioned it, so we probably have to wait untill next annual report dated 26 march
This marker is so odd. I'm not sure anyone has given a compelling reason for the various bubbles. I felt like we went through 10 different bubbles, and they keep frothing up electric, space, crypto, quantum, nuclear, etc... I don't understand 😅 I assume it makes things hard for you guys, too. It's difficult to get mindshare when you are the voice of reason at the party. Has it ever been like this before? I mean, even trading cards had a bubble during this cycle. Nothing was left untouched 😂
You ask a good question here. The market has thematic bubbles all the time, based on whatever hot technology is being talked about. But a time when everything "bubbles" together? Not something we've seen before. Glad you consider us a voice of reason ;) Thanks as always for the comment!
Exactly. Investors needs to make their own decisions based on their own convictions. We provide insights that help them make better investment decisions.
In the long, long term I see a space company making money as it will help deploy into space when the world moves towards space exploration and money spent advances that goal, but how profitable this will be in any reasonable time horizon I don't know. It doesn't seem to be a high profit business in the next ten years or so. We need more of a Alien type of corporate space universe to make money where you have corporations deploying mining missions and colonization. Star Trek type of universe wouldn't be profitable at all. Neither would Star Wars. But the Alien universe was a corporate universe that best models what profitable space exploration would look like.
Great comment. Someone else made a good comment along these lines that proposed Mush is simply going to spend all the profits going to Mars and what's the ROI on that? Who foots the bill? SpaceX shareholders? That said, Starlink has the potential to make a LOT of money which is a very interesting pivot that we see SpaceX making. How long before Starlink passes 80% of revenues for the company if it's moving as fast as it is? The entire thesis changes, though we also don't know how Musk has structured these companies.
@@Nanalyze Starlink is interesting. I don't quite understand the competitive advantage Starlink has over other satellite providers, but it seems these other big satellite companies aren't moving to provide global internet service for some reason. They are far more specialized. Satellite internet did not seem like a big competitive advantage as it seems smartphones already do this to some degree and you have players like VSAT who do it for airlines. It seems Starlink has some competitive advantage over other satellite internet providers that is hard to see from the outside. Maybe it is a cost advantage or Space X will allow a vertical integration cost advantage that will be hard for competing companies to replicate as Musk's companies seem to support each other as they grow.
Good comment. It is cost, technological capabilities, and volume. Musk now has 7,000 satellites with plans to go to 12,000. He is deploying satellite-to-cell technology and is able to provide broadband at a fraction of the cost using traditional wired access. It's truly astounding. This piece described the thesis in a nutshell: www.nanalyze.com/2019/12/impact-cheap-satellites-launches/
@ Thanks for the articles. I like how Musk is building an integrated colonization machine. Tesla for robots, transportation, and energy management on another planet. Boring company for building underground facilities for living and transportation. Starlink for planetary communications and internet. Space X for deployment of satellites and transporting materials. Now he needs to solve the water and food problem and his companies can support planetary colonization.
How you gonna "wen lambo" on a 9% annual return? Here's what you do instead. YOLO all your retirement money into the crypto coin with the funniest meme. And don't hold back. Have some equity on your hone? Take a loan against that too. Margins equal profits. Leverage everything. Hero or zero.
@@mtoporovsky This video discusses funds offered by various providers, some of which trade on foreign exchanges. One firm that allows you to trade funds on foreign exchanges is Interactive Brokers. As the video concluded, investing in any of these vehicles solely for SpaceX exposure isn't a good idea in the context of what exposure you're receiving.
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ruclips.net/user/nanalyze
Ive been loading up on dxyz for awhile.
@@mnemonix1315 Any comments on the disconnect between NAV and price or nah?
First time viewer. Excellent content. Thank you for sharing your knowledge.
That's great to hear, thank you!
You need to change the name of your RUclips channel to "The Voice of Reason." You are one of the most coherent and reasonable voices floating around on RUclips that deals with investing. Thanks for all your videos.
That's about the best praise we could expect to hear, thank you for your support! If we're able to help people become better investors and make fewer mistakes then they'll eventually thank us by opening their wallets. ;)
It’s insane to me that someone could make a company like this privately… not to mention on Twitter, the boring company. Having created Tesla etc. etc.. such a Tony Stark, like life, seems almost impossible, if I didn’t see it with my own eyes I wouldn’t believe it.
Exactly. And don't forget he's one of the world's top Diablo 4 players in his spare time when he's not shiteposting on Twitter. It's not a zero probability the man is an alien.
Been considering for a while to invest into Swedish flat capital which has exposure into spacex, i believe just 0.1 or 0.01% of the total stock. But you also get exposure to klarna but currently it trades at a 92% premium
Rocketlab is a decent alternative?
Our last piece on RKLB can be found here: ruclips.net/video/GD80lTsG950/видео.html
I have a big pos of rklb after I read "when the heavens went on sale", it's exciting sector, love Peter Beck
“Captain Jean-Luc Picard has become Mr. Beast.” Subbed!
Great to hear ;)
I invest in Baillie Gifford's SWT.L and USA.L who hold 7.5% and 11.11% respectively. Both funds are listed in London.
Correctamundo! Both can be accessed by U.S. investors using a broker like Interactive Brokers.
This channel is becoming the undisputed reality based fact checker of the YT investment world.
We accept that role!
I couldn't find any videos on REITs?? How do you compare a REIT to ETF??
Covered here: ruclips.net/video/ffL4Bo9JbqA/видео.html
So secondary market like Equityzen is the best option?
We covered the topic of secondary markets here: ruclips.net/video/ijxZi7SAWUY/видео.html
"You can have Musk going mental"....😂 He just might......
One can imagine the impact on Tesla shares were anything to happen to Musk. It's a risk many Tesla investors are blind to.
@@Nanalyze Agreed! And he is making PLENTY of enemies, too. Many investing in TESLA are blind to other potential risks that may befall this company.
Did u check if ARKX hold it?
Between funds in ur list only dxy go to exchange?
The extent of a day's research is presented in this video. We're happy to do additional research on demand for paying subscribers ;)
Am subscribing
Thank you!
@@Nanalyze Yeah, a no-brainer. Great content man.
Apart from the where and how, will SpaceX ipo in the end? For Musk it is the means and the milking cow for getting his Mars colony, regardless of the profitability of that endeavour. Is that an interesting company to invest in?
What seemed most surprising was just how fast Starlink is expanding which lends credibility to that entire thesis. Good question you raise here about where the funding is coming for the Mars colony. Does anyone know how he plans to fund this? Would investors ever fund that? Where's the ROI coming from aside from potentially protecting against the extinction of mankind? You raise a good point.
@@Nanalyze check for example for this article: "Starlink Was At Heart Of SpaceX’s $30 Billion Goal Of Self Funding Mars Colony"
The expectation is that Starlink will spin-off to ipo. In theory, SpaceX going public could mean Musk doesn't fully determines the direction of SpaceX anymore. And he has only one direction in mind. On the much longer term, they might go into asteroid mining which is much more convenient from Mars. But that's a far leap from now.
@@Nanalyze "Starlink IPO Will Fund Mars Colony (SpaceX)" (youtube)
"Starlink Was At Heart Of SpaceX’s $30 Billion Goal Of Self Funding Mars Colony"
"How SpaceX's Starlink Internet Satellites Could Help Humanity Colonize Mars"
"SpaceX sees Starlink as crucial cash cow to fund missions to Mars"
Musk repeatedly said Starlink will fund his Mars program. The expectattion is that Starlink will spin-off at a certain moment to go public. With regard to SpaceX, Musk will want to stay the only one determining the direction, and he has only one direction: Mars. Not necessarily profitability.
But you came to that conclusion as well two years ago 🙂
"Starlink Stock: A Trillion Dollar Opportunity"
@@wasp586 Yes agree. Mars not profitable. Is this a big problem with the SpaceX thesis that nobody is properly addressing? Your very good point has been noted.
Nav erosion is the one concept that is so simple to understand, yet so few take the 30 seconds to educate themselves on it. Thanks for addressing it here with examples. Making better investors makes a healthier market. 👍
Buffett recently commented on how unhealthy the market is today so we use every opportunity to try and educate investors. Glad the explanations are coming across good! Joe P.
@Nanalyze unfortunately, I think he is right. Keep up the good fight! And congrats on almost 50k subs.
Inside oneself is the final frontier…. Not space. Man is too focused on the external. Self mastery is the most noble thing any man can achieve.
@@internetexplorer1593 gay!
@ go watch some pseudo intellectual black pill content that implies how insignificant you are, my guy
Lads, this is the sort of intellectual banter everyone flocks here to read. Please keep it up. Slow clap.
Can someone explain how a fund trading 12x NAV isn't a total disaster waiting to happen?
It's a total disaster waiting to happen
For sure Sofina is invested in it. its a holding from belgium
Thank you for raising! Do you have more detail on that? A cursory look at their last annual report shows no mention of SpaceX.
@@Nanalyze its very recent that Degroof petercamp analist Kris Kippers mentioned it, so we probably have to wait untill next annual report dated 26 march
Okay good. That's really important to know. Also the cost basis as well.
@@kashganjaI'm often an analist as well especially when the wife drinks too much
How much Spacex does google still own?
RKLB is a great company. GL
There are load of great companies out there. $RKLB last covered here: ruclips.net/video/GD80lTsG950/видео.html
Amazing how many of these etfs and funds are really designed to absorb your money rather than make money for you.
Wall Street is not in the business of making people money. They're in the business of generating transactions and collecting fees.
Doesn't sound like there's any recommendations
There never is. We expect investors to make their own decisions with conviction and we help provide insights that help with that process :)
I heard Google has exposure to Space x ?
Covered in the video ;)
Thanks , what time stamp is it covered
Got it thanks
This marker is so odd. I'm not sure anyone has given a compelling reason for the various bubbles. I felt like we went through 10 different bubbles, and they keep frothing up electric, space, crypto, quantum, nuclear, etc... I don't understand 😅
I assume it makes things hard for you guys, too. It's difficult to get mindshare when you are the voice of reason at the party.
Has it ever been like this before? I mean, even trading cards had a bubble during this cycle. Nothing was left untouched 😂
You ask a good question here. The market has thematic bubbles all the time, based on whatever hot technology is being talked about. But a time when everything "bubbles" together? Not something we've seen before. Glad you consider us a voice of reason ;) Thanks as always for the comment!
you did not suggest to invest in anything
Exactly. Investors needs to make their own decisions based on their own convictions. We provide insights that help them make better investment decisions.
Watching this while eating meat and potatoes
Yummy.
so they are already profitable? thats wild
Totally
KODK What does Kodak represent to you today compared to its legacy?🍔🍟
Had no idea they were still around!
Kodak had a big jump late last year too.
@@MartinD9999 Companies, not stocks ;)
In the long, long term I see a space company making money as it will help deploy into space when the world moves towards space exploration and money spent advances that goal, but how profitable this will be in any reasonable time horizon I don't know. It doesn't seem to be a high profit business in the next ten years or so. We need more of a Alien type of corporate space universe to make money where you have corporations deploying mining missions and colonization. Star Trek type of universe wouldn't be profitable at all. Neither would Star Wars. But the Alien universe was a corporate universe that best models what profitable space exploration would look like.
Great comment. Someone else made a good comment along these lines that proposed Mush is simply going to spend all the profits going to Mars and what's the ROI on that? Who foots the bill? SpaceX shareholders? That said, Starlink has the potential to make a LOT of money which is a very interesting pivot that we see SpaceX making. How long before Starlink passes 80% of revenues for the company if it's moving as fast as it is? The entire thesis changes, though we also don't know how Musk has structured these companies.
@@Nanalyze Starlink is interesting. I don't quite understand the competitive advantage Starlink has over other satellite providers, but it seems these other big satellite companies aren't moving to provide global internet service for some reason. They are far more specialized. Satellite internet did not seem like a big competitive advantage as it seems smartphones already do this to some degree and you have players like VSAT who do it for airlines. It seems Starlink has some competitive advantage over other satellite internet providers that is hard to see from the outside. Maybe it is a cost advantage or Space X will allow a vertical integration cost advantage that will be hard for competing companies to replicate as Musk's companies seem to support each other as they grow.
Good comment. It is cost, technological capabilities, and volume. Musk now has 7,000 satellites with plans to go to 12,000. He is deploying satellite-to-cell technology and is able to provide broadband at a fraction of the cost using traditional wired access. It's truly astounding. This piece described the thesis in a nutshell: www.nanalyze.com/2019/12/impact-cheap-satellites-launches/
@ Thanks for the articles. I like how Musk is building an integrated colonization machine. Tesla for robots, transportation, and energy management on another planet. Boring company for building underground facilities for living and transportation. Starlink for planetary communications and internet. Space X for deployment of satellites and transporting materials. Now he needs to solve the water and food problem and his companies can support planetary colonization.
the next east India company. produce chips in space and other manufacturing. spaceX takes a cut
Not aware of that relationship or how it affects the value of SpaceX
Are you telling me to YOLO 7K of my roth ira this year into Baillie Gifford US Growth Trust? That's what I'm hearing mate
How you gonna "wen lambo" on a 9% annual return? Here's what you do instead. YOLO all your retirement money into the crypto coin with the funniest meme. And don't hold back. Have some equity on your hone? Take a loan against that too. Margins equal profits. Leverage everything. Hero or zero.
Gifford don't have public....u will go to open account?
@@mtoporovsky This video discusses funds offered by various providers, some of which trade on foreign exchanges. One firm that allows you to trade funds on foreign exchanges is Interactive Brokers. As the video concluded, investing in any of these vehicles solely for SpaceX exposure isn't a good idea in the context of what exposure you're receiving.
@@Nanalyzedude how are u so tapped in 😂 thx for the sound advice. Acquiring JeoBoden coin as we speak
To the moon, or mars whatever
Wherever the ships may land. What's the ROI on a moon landing anyway? Or Mars for that matter? Who will fund humanity's exploration of the stars?
Nanalyze, the anchor in the storm, halting my wobbling step toward the woman named Destiny100 I’ll regret in the morning.
She is a foul mistress who will empty your wallet and leave you with a gift that keeps on giving until you see a doctor. ;)
Don’t boycott anything to do with musk 👎
Musk is a legend. Imagine doing all this AND being a global leader in Diablo 4. Probably an alien.