Stephanie Link

speaker

1,013 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Stephanie Link’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Um,

But I just think like, ignore it.

This is one, I'm telling you.

I only have like two stocks in my 30 portfolio stock base that I would do this with.

I would not have a whole portfolio of all these kinds of things because I could be really wrong.

But if I lose 2%, I lose 2%.

It's not the end of the world.

If it was a bigger position, I had someone come up to me the other day who said, I want to have 20% of my portfolio in SpaceX.

I said, what are you, nuts?

I mean, you could be the most brilliant person in the world in 10 years, but I couldn't do it.

I couldn't on a day-to-day basis feel comfortable with that.

Well, because they don't have earnings, you can't use PE, price to earnings, right?

Which is my preferred way of looking at any company because that's what it is.

You know, it's real.

So we do price to sales because sales are growing so rapidly.

What are you willing to pay for that rapid growth?

And it's projected that this company is going to have 70% sales growth between now and 2030.

Not only that, but they're expected to see double their margins this year.

which goes back to the point of what I was saying earlier, that their space business has such a cost advantage.

And it's the costs are going to come down, margins go up, and then eventually, hopefully, we're going to see some earnings.

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