Sharing my favourite investment ideas. Not financial advice. $SPCE
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Joined December 2023
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🚀 VIRGIN GALACTIC ROADMAP - $2.5 ➡️$100?
I still think $SPCE represents the greatest opportunity in the market for 2026. Not financial advice.
Five catalysts in the next 8 months will prove Delta works. The market continues to sleep on it.
1️⃣ COMPLETED SHIP MOVING UNDER ITS OWN POWER (May-June 2026)
Once we get the first videos of a 100% completed ship moving around by itself, that should convince the market that this is no longer a pipe dream.
2️⃣ FIRST DELTA FLIGHT (July-September 2026)
Delta being airborne for the first time will be an incredible moment, and I cannot wait to see this.
3️⃣ FIRST DELTA SPACEFLIGHT (September-October 2026)
At this point, we have everything we need to know. The ship works. Flights are about to start, and the stock could be a 10-20x from here.
4️⃣ FIRST PAID RESEARCH FLIGHT (Q4 2026)
5️⃣ FIRST PAID ASTRONAUT FLIGHT (Q4 2026)
This is the culmination. Revenue at $750k per seat begins flowing.
We really do not have long to wait now. I firmly believe that patient holders will be substantially rewarded for waiting this long, and it has been an incredible journey. See you all at the top.
Z retweeted
"We need to stop advanced AI development"
The entire history of human progress is basically a tiny minority dragging the rest of humanity into the future.
A handful of visionaries, inventors, scientists, and builders push civilization forward, while the overwhelming majority doubts them, mocks them, resists change, or actively tries to stop them.
Then, a few years or decades later, everyone happily enjoys the fruits of the very progress they once opposed.
Without that tiny minority refusing to accept the world as it is, we'd probably still be living at medieval levels of civilization.
I’ve lost count how many times I’ve watched this.
It is becoming so clear to me that this is a company about to begin flights in one of the most profitable markets there is, with zero competition and a huge backlog of demand.
Yet the market gives it just a $400m valuation on worries about whether this will start in February or March?
Are you serious???
Whether I make 5x or 10x or 50x or 1000x on this stock DOES NOT MATTER FOR WHETHER YOU OWN IT.
Whether that starts in February or March or even later, DOES NOT MATTER.
Whether they have to dilute more DOES NOT MATTER.
Whether my upside goes from 1000x to 100x DOES NOT MATTER.
The market is either struggling to see through the noise or has no clue what this company is about to do.
I’m ignoring the noise and buying shares off the doubters. Still bullish.
NFA $SPCE
Z retweeted
Recap: Spaceship Apeiron's first day in the sky. From sendoff in Mesa to touchdown in New Mexico.
Incredible scenes from $SPCE
Yes, we have a small delay in the timeline, but we also have MEDIA of the completed Delta class spaceship. This is going to be huge for investor sentiment and customer PR.
I’ve been waiting years for this day.
Z retweeted
Spaceship Apeiron is on the move. Today it flies from Mesa, AZ to Spaceport America, NM. Take-off is scheduled for 10:00am PT. Stay tuned for live updates here on X.
Z retweeted
Meet Spaceship Apeiron. From the Greek for boundless. Named by you → bit.ly/SpaceshipApeiron #NameASpaceship
All this yet the stock is down
And they say markets are efficient… $SPCE
Good vibrations only. 🛠️
Aeroelasticity Engineer II Ana Predescu takes us inside ground vibration testing on Spaceship. Our engineers suspended the vehicle on soft bungees to simulate flight, shook it with electrodynamic shakers and captured every response with 150+ sensors.
The result? A successful test with high-quality data gathered. Another key milestone on the road to flight.
Welcome to the 1950s
Bill Ackman on the investment process at Pershing Square
"We typically have two members of the team do a deep dive on the company. They will start with the SEC filings, 10Ks, 10Qs, and conference call transcripts. Then, we will assemble the key issues we are trying to understand.
We spend a fair amount of time on expert networks. We will talk to former employees, other industry experts, and competitors to get to the underlying issues.
Then we build a model of the business. We get an assessment of how this pencils and what kind of return does it generate at the price we can buy it for today.
Then that team will put together a deck and present it to the group. That two-person team is usually not Ryan [Pershing Chief Investment Officer] or myself. We do our independent assessment to be dangerous enough to ask the right questions. Then we have the balance of the team, another five people, who have not done work on the name.
That group comes together to discuss an investment. Out of that meeting, we can make a decision to invest in the company. Or maybe we can say there are still some open issues. Then they will go back and do the work, and come back to the team"
The amount of replies with a “quality growth” stock that grows EPS at 12% and is 30% down from highs saddens me.
If you want to make serious money, don’t buy “quality”
How did X get so infected with this stuff?
Hunting grounds
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