$EchoStar(SATS)$  I'm buying, here's why: SpaceX S1 disclosed that Echostar owns 261.8 million shares. SpaceX shares are worth $135 at IPO (they are now actually $168). That's $35bn worth of SpaceX shares.

Echostar's market cap currently is only $32bn... that's less than the value of their SpaceX shares!

And they are doing $14-15bn in revenue by the way (though low margins). Even at a 0.7x industry revenue multiple, that's $10bn in valuation.

So it's $45bn EV right there! That's a 40-50% immediate upside when the rest of the market notices this!

I got this from Chicken Genius playbook

https://x.com/pakpakchicken/status/2065363917078180091

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