SpaceX: A 41% Fall Does Not Make It Cheap

u/Adrian-The-Great · Reddit — r/ValueInvesting · July 16, 2026 at 15:44 · ⬆ 18 pts · 💬 4 comments  | View on Reddit ↗
AI Summary

Summary

  • The author argues that despite a 41% decline in SpaceX's valuation, the company remains overpriced and not a good value investment.
  • He previously warned SpaceX was a wonderful business but not at a fair price, and the market has since corrected – yet he still avoids buying.
  • The post is a reiteration of a bearish view on SpaceX's valuation, not a detailed financial analysis of the business itself.
  • Quality assessment: Speculation – the post lacks data or deep DD, relying on a subjective valuation opinion without public financials.
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