Portfolio manager Joel Shulman named SpaceX as his firm’s top holding and said the post-sell-off stock price is a favorable entry point. He characterizes the business as a “20-year hold,” signaling confidence in long-term value creation despite the recent pullback.
Portfolio manager Joel Shulman named SpaceX as his firm’s top holding and said the post-sell-off stock price is a favorable entry point. He characterizes the business as a “20-year hold,” signaling confidence in long-term value creation despite the recent pullback.
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mildly positive
Sentiment Score
0.35
Ticker Sentiment
