Space X update (Patreon)

Dang, SpaceX hitting a $350B valuation really sets a new benchmark for private companies.

Elon Musk's ability to generate value is unparalleled in modern business history. BY FAR BEST CAPITAL ALLOCATOR the world has ever seen.

I don't own SpaceX stock directly, but I've invested in Neptune Digital Assets NPPTF, which now has a 7.8% stake in SpaceX. My arbitrage model was shared previously, and the NAV premium is currently at a modest 38.47% (Which is v low)