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Voices zu SpaceX

Warum Investoren investieren, in ihren Worten, neben den SEC-Zahlen.

Voices · Meinungen Dritter, keine SEC-Daten

Keine Anlageberatung. Die Aussagen könnten falsch oder veraltet sein; siehe Originalquelle und Datum.

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7 von 56 Voices · Zusammenfassungen auf Englisch · English

SPCXKevin SimpsonInvestor14. Okt. 2026Investiert

Unsere Zusammenfassung: Simpson, who first bought SpaceX at $121, is adding after the pullback, citing Starlink recurring revenue, wireless expansion and AI, while naming capital spending as his biggest concern.

“the pullback hasn't changed my conviction in SpaceX's long-term potential”

Gastbeitrag (CNBC) ›
Details ⓘ
Person
Kevin Simpson, Capital Wealth Planning
Rolle
Investor
Quelle
CNBC
Format
Gastbeitrag
Datum
14. Okt. 2026
Geprüft
15. Okt. 2026

Voice-Details · keine SEC-Daten. Aussage vom 14. Okt. 2026; die Ansicht kann sich geändert haben.

SPCXGavin BakerInvestor15. Juni 2026

Unsere Zusammenfassung: Speaking after the SpaceX IPO, Baker argued SpaceX could become the most important company of his lifetime, and possibly ever, if it succeeds in building settlements on the Moon and Mars.

“the most important company of certainly my lifetime”

Podcast (TBPN) ›
Details ⓘ

He stressed that a lot of hard engineering still has to happen.

Person
Gavin Baker, Atreides Management
Rolle
Investor
Quelle
TBPN Live: Gavin Baker, SpaceX Might Be the Greatest Company of All Time (bei 00:29:15)
Format
Podcast
Datum
15. Juni 2026
Geprüft
15. Okt. 2026

Voice-Details · keine SEC-Daten. Aussage vom 15. Juni 2026; die Ansicht kann sich geändert haben.

SPCXRon BaronInvestor15. Juni 2026

Unsere Zusammenfassung: Baron said Baron Capital bought about $1 billion more SpaceX stock in the IPO to avoid dilution, taking the position to roughly $25 billion.

“he's at least 10 years ahead of everyone else”

Interview (CNBC) ›
Details ⓘ

He argued SpaceX is years ahead of anyone in satellites, rockets and networks and could be worth many times its IPO valuation in ten years.

Person
Ron Baron, Baron Capital
Rolle
Investor
Quelle
CNBC: Ron Baron bought $1 billion of SpaceX shares in IPO
Format
Interview
Datum
15. Juni 2026
Geprüft
15. Okt. 2026

Voice-Details · keine SEC-Daten. Aussage vom 15. Juni 2026; die Ansicht kann sich geändert haben.

SPCXAswath DamodaranExperte4. Juni 2026Vorsichtig

Unsere Zusammenfassung: Damodaran valued SpaceX at $1.25-1.35 trillion versus the roughly $1.77 trillion IPO target and said he would not buy, calling it a loaded bet on AI and Elon Musk.

“it is too richly priced for my tastes.”

Artikel (CNBC) ›
Details ⓘ
Person
Aswath Damodaran, NYU Stern
Rolle
Experte
Quelle
CNBC
Format
Nachrichtenartikel
Datum
4. Juni 2026
Geprüft
15. Okt. 2026

Voice-Details · keine SEC-Daten. Aussage vom 4. Juni 2026; die Ansicht kann sich geändert haben.

TSLASPCXRon BaronInvestor14. Nov. 2025

Unsere Zusammenfassung: Baron said he sees the tech selloff as an opportunity and does not expect to sell his personal Tesla or SpaceX shares in his lifetime.

“I did not sell personally a single share”

Interview (CNBC) ›
Details ⓘ

He said Baron Funds once sold about 30% of its Tesla holding for clients, but he kept all of his own shares.

Person
Ron Baron, Baron Capital
Rolle
Investor
Quelle
CNBC Squawk Box: Ron Baron on the tech selloff and Tesla
Format
Interview
Datum
14. Nov. 2025
Geprüft
15. Okt. 2026

Voice-Details · keine SEC-Daten. Aussage vom 14. Nov. 2025; die Ansicht kann sich geändert haben.

TSLASPCXGavin BakerInvestor22. Okt. 2025

Unsere Zusammenfassung: Asked whether he would always bet on Elon Musk, Baker said that as a fiduciary he weighs each case, but knows no one with a comparable record of success across so many industries, citing Tesla and SpaceX.

“I just don't think there's anyone else”

Podcast (Aleph) ›
Details ⓘ

He described both as unusually mission-driven companies.

Person
Gavin Baker, Atreides Management
Rolle
Investor
Quelle
Invested by Aleph: Gavin Baker, Managing Partner of Atreides
Format
Podcast
Datum
22. Okt. 2025
Geprüft
15. Okt. 2026

Voice-Details · keine SEC-Daten. Aussage vom 22. Okt. 2025; die Ansicht kann sich geändert haben.

SPCXRon BaronInvestor27. Juni 2025Ältere Aussage

Unsere Zusammenfassung: At the Morningstar conference Baron said he expects to hold SpaceX for at least another ten years and never to sell a share in his lifetime.

“I'll ever sell a share in my lifetime”

Interview (CNBC) ›
Details ⓘ

He said roughly $1 billion invested had grown to about $4.5 billion and he expects another tenfold gain over ten years.

Person
Ron Baron, Baron Capital
Rolle
Investor
Quelle
CNBC: Ron Baron says he will never sell SpaceX in his lifetime
Format
Interview
Datum
27. Juni 2025
Geprüft
15. Okt. 2026

Voice-Details · keine SEC-Daten. Aussage vom 27. Juni 2025; die Ansicht kann sich geändert haben.

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