Investor's 3-factor valuation framework: SpaceX like nothing in economic history
mitchdeg · x · 2026-10-21
Investor mitchdeg shares his simple valuation formula: Potential Value = TAM × Competitive Advantages × Execution Capability (management, culture, talent attraction, processes). He argues SpaceX is unlike anything in economic history, and notes that adding Tesla's "autonomy" and "robotics" building blocks could push the value even higher.
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