Sam Parr
Co-host of My First Million podcast.
“You're not buying SpaceX. You're buying three different companies that are stapled together. You have the space launch business, the internet connectivity business, and the AI business.”
Source→“The Starlink business has like all of the wonderful characteristics of a business. There's no competitors. They have an extreme cost advantage. It's recurring revenue. It's extremely high margin.”
Source→“It's not about the price to earnings ratios. It's not about price to sales. It's about the price to Elon ratio.”
Source→“I told it to explain it, to be like I'm Charlie Munger trying to understand the business.”
Source→“I use Mercury for all of my businesses. I think I have like maybe seven or eight businesses. We use Mercury as our business banking across all of them.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.