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Stansberry Digest

SpaceX IPO: Hype vs. Reality

Rockets, satellites, and a very expensive question... The $1.75 trillion SpaceX debate... Explaining Starlink... Gravity always wins... On the AI front... Where to put money to work instead...


Editor's note: SpaceX's IPO is just four days away, and Elon Musk's rocket/satellite/AI company is set to go public at a $1.75 trillion valuation. Buzz on and off Wall Street keeps building, but if you've read these pages, you know we're skeptical of the excitement...

On Friday, Stansberry's Investment Advisory lead editor Whitney Tilson shared his take on why you should protect your portfolio from the SpaceX IPO (and also the upcoming OpenAI debut).

Today, we're sharing Stansberry Venture Technology editor Dave Lashmet's thoughts on SpaceX. Dave recently sat down with Director of Research Matt Weinschenk on our weekly Top Stocks show on YouTube...

In the following conversation – edited for length and clarity from th

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Episode 467: Value Investing Is Dead. Here's What Replaces It.

In this week's Stansberry Investor Hour, Dan welcomes Matthew Tuttle to the show. Matthew is the CEO of Tuttle Capital Management, a firm that focuses on breaking away from conventional Wall Street wisdom by using its own ETFs that target new investment opportunities.Matthew kicks things off by discussing the "death of value investing" and what he believes is contributing to it. First, with the advent of the Internet, information was more accessible to ordinary people, so a lot of the edge from learning crucial details was lost. Second, folks lost interest in value investing. When COVID-19 struck, a lot of new investors spent their stimulus checks on meme stocks instead of solid companies. But while Matthew thinks it's dead, he says the new value stocks are in heavy assets, low obsolescence ("HALO") investing. These are stocks with physical assets, so it's unlikely that even AI could disrupt them...

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Whitney Tilson's Daily

How my parents achieved financial security

I just got home yesterday after spending a week with my parents, who've retired in Kenya. I'm pleased to report that they're doing well at ages 84 and 85. They're still recovering from their two-week trip to Europe, most of which was spent driving ambulances from Frankfurt, Germany to Kyiv, Ukraine, as I covered in three recent e-mails.(And special thanks to the many readers who inquired about my father, who was in the hospital for 10 days in January after contracting African tick bite fever. We were able to diagnose it with the help of Google Gemini, as I discussed in my January 23 e-mail.)

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