SpaceX 股价回落到估值附近，准备作为组合的一部分买入
SpaceX 上市时，达摩达兰估值约每股 100 美元；股价已回落到接近这个价位，他可能很快面对一只被低估的股票。由于估值的不确定性很大，他不会有足够的把握让 SpaceX 成为最大或唯一的持仓，但准备把它作为组合中众多押注之一买入。他借此说明：对把握不大的年轻公司，可以靠分散下注来克服不敢出手的犹豫。
Given the uncertainty that is associated with my estimate, and you can see it in the simulation that I reported in my post, it is unlikely that I would ever have sufficient conviction to make SpaceX the biggest or only investment in my portfolio, but I stand ready to buy the stock as part of a portfolio, where it is one of many bets that I make on markets.