LD Lossdog Research
topic

valuation

6 matching records.

Q&A

Do you look at taking that money differently as a company?

The speaker suggests that taking money when possible is better than when needed, as it can lead to a better valuation.

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Actionable takeawayTake money when you can get it, not when you need it, for better valuation.
Q&A

Do we need to price the SPX in gold to see where the top might be?

The speaker is uncertain about this approach, stating that they do not know and suggest that gold has been a two-sided market while the SPX has been a runaway train.

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Actionable takeawayThe speaker suggests that gold may not be a reliable indicator for SPX valuation, as the SPX has been a runaway train while gold has been a two-sided market.
Q&A

What is the best way to determine the value of a business?

The speaker suggests that the best way to determine the value of a business is to talk to multiple people or entities, such as potential buyers or industry experts. They also mention that valuations can be based on multiples of revenue or EBITDA, but these are not always reliable.

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Actionable takeawayValuing a business is often an art rather than a science, and it's important to consider multiple perspectives and market conditions.
Q&A

What is the value of the Thurman Munson rookie card?

The value of the Thurman Munson rookie card is estimated to be between $20 and $100, with the speaker stating they are not selling it regardless of its value.

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Actionable takeawayThe value of collectibles like cards can vary significantly, and personal sentiment can influence investment decisions.
Q&A

What do you think is a real price should be for SpaceX's IPO?

The speaker acknowledges that there is a wide range of opinions on the valuation of SpaceX, with estimates ranging from under a trillion to three trillion dollars. The speaker suggests that the valuation should be considered in the context of Elon Musk's broader vision and potential integration with Tesla.

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Actionable takeawayThe valuation of SpaceX is highly speculative and depends on various factors, including Elon Musk's vision and market conditions.
Q&A

What are the systemic risks to mainstream portfolios from the SpaceX IPO?

The speaker acknowledges the high valuation of SpaceX and the potential for a selloff if the stock trades below its IPO price. They also mention the risk of the valuation being unrealistic compared to other companies, such as Amazon and Uber, which had similar valuations at their peaks. The speaker believes the risk is significant but does not have a position in the stock.

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Actionable takeawayInvestors should be cautious of the high valuation of SpaceX and consider the potential for a selloff if the stock trades below its IPO price.