Tyler Crowe
π€ SpeakerAppearances Over Time
Podcast Appearances
Welcome to Motley Fool Hidden Gems Investing.
I'm your host, Tyler Crowe, and today I'm joined by longtime contributors Matt Frankel and Jon Quest.
And guys, we picked one heck of a day to record here because I'm looking across the news.
Walmart's down 7% on tepid guidance.
Other consumer retailers are way down.
Quantum computing companies are up like 20% on a deal with the government for equity deals and things like that.
Nvidia had their earnings, but we're not even going to talk about any of those things today because you know what?
Earnings, they come and go.
But an S1 as big as SpaceX only comes around once in a while.
So we're going to do a deep dive into SpaceX's S1 today, and we're going to do the whole show on it.
We're going to start with...
What we liked about it in the first section, you know, we'll call it the good.
In the second part, we're going to kind of poke some holes into some of the things that we didn't like.
And based on what we were talking about for the show, there's a few things that we're not big fans of.
And then at the end, we're going to give our verdicts on whether or not we're going to be buying this IPO, whether we may be waiting or if any of us are just like, no, thank you.
Obviously, the job today was before we went on, it's just basically comb through the S1, see what you see, see what you like.
John, I think we all kind of came to the consensus.
There's plenty of things to like and not like.
But what stood out to you most is like, hey, this is good.
I like really like this.