@francisco_space We're excited about space as a core thematic investment and $RKLB. Also looking at $RDW and others as we have here :)
https://t.co/2jQu19E73P
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Obviously COVID was a local peak for them, but their revenue and profitability have been absolutely terrible vs S&P over the last few years.
But they definitely won’t go bankrupt anytime soon!
I'll increase my position in $MRNA if the stock keeps falling.
20B market cap, 10B in cash, innovative technology, proven platform, high potential pipeline in 4 therapeutic areas.
I can’t believe that Celsius $CELH is back under a 30x earnings multiple…
With all the long-term catalysts for this one I think the market is too pessimistic and has it all wrong!
I continue buying shares here at discounted prices, you? 🤔