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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I think I think Palo Alto is priced right.

It's not a screaming buy.

It's up 86 percent year to date.

You don't want to chase it up here.

You wait for a pullback.

I was buying it at 14 times price to sales is 40 times cheap for SpaceX.

I don't know.

I can't tell you.

I don't want to sit here and tell you I know everything.

I don't think anybody really knows, but I just think that the growth, they're going to grow into the multiple.

That's what they say.

When you're growing at 70%, that's a nice number.

What people are willing to pay, we're just going to have to

deal with the volatility and see, again, what the price discovery is.

We don't have it yet.

There's no question.

But I don't want to worry about it.

I just want to set it, forget it, kind of ignore it, have fun with it, and then deal with my other

28 boring names that I can value and feel comfortable with.

Put your blinders on or are you going to be buying more?

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