u/Owdy · 129d agono track record yet
Long SATS
$SATS: $36B Market Cap, ~$53-60B SpaceX Stake & One of the most shorted sp500 stocks
SATS trades at ~$36B market cap despite holding a ~$53-60B stake in SpaceX (valued at $2.67-3T), plus Hughes, Boost Mobile, and spectrum assets. The market appears to unfairly discount the company by ~50%, and as SpaceX's valuation increases, this arbitrage gap widens further. With high short interest and upcoming cash from T to address debt concerns, the stock is significantly undervalued.
At post $120.97Now $94.90-21.6% since postedas of Oct 23, 12:00 PM ET
1d-7.4%
3d-9.8%
1w-14.1%
1m-20.6%
3m—
6m—
1y—