Core Insights - Mark Skousen has launched a new newsletter, The Skousen Report, after retiring from Eagle Financial, and is promoting investment opportunities related to SpaceX's anticipated IPO [1] - The SpaceX IPO is projected to occur as early as March 26, 2026, and could be one of the largest IPOs in history, potentially valued between $800 billion and $1.5 trillion [2][3] - Investors are cautioned that buying into SpaceX now may not yield the same returns as early investors in companies like Amazon, as SpaceX is already a mature company with significant existing valuations [4][8] Investment Opportunities - Skousen suggests two main investment avenues for gaining exposure to SpaceX: the ARK Venture Fund (ARKVX) and the Baron Partners Fund (BPTRX) [10][19] - The ARK Venture Fund has approximately 11% of its assets in SpaceX shares and is designed to provide access to private companies for non-accredited investors [11][12] - The Baron Partners Fund, managed by Ron Baron, holds about 28% in SpaceX and has a history of significant returns, but also carries high risk due to its concentrated investments [20][25] Associated Companies - Iridium Communications (IRDM) is highlighted as a historic launch partner for SpaceX, having invested around $500 million in launching satellites [30] - STMicroelectronics (STM) is identified as a key supplier of chips for SpaceX's Starlink satellites, which could see revenue growth as Starlink expands [33] - Comcast (CMCSA) is mentioned as a potential beneficiary of Starlink's managed services distribution, which could lead to significant revenue opportunities [34]
“The Ultimate SpaceX Pre-IPO Play: Get In Before The Big Launch “