Jun. 12 at 6:58 PM
$GOOGL
One of those “early conviction” trades that aged insanely well.
Google reportedly put about
$900M into SpaceX over a decade ago.
That stake is now estimated around
$111B (~4.9% of SpaceX).
From sub-billion investment to triple-digit billions in value… that’s the kind of asymmetry most portfolios never see.
$SPCX
Another reminder that the biggest winners often come from sitting early in the right ecosystem, not chasing the late-cycle narrative.
Sometimes the real alpha isn’t the trade you make - it’s the one you hold for 10+ years.
