Behind the video
Would You Invest in Blue Origin? Larry Goldberg #SpaceX
The thesis, the calls, and the words behind them. Play a quote to hear it in the original video.
Overall SentimentMixedStrength: 60%
Overall Thesis
Guest Larry Goldberg expresses skepticism about Blue Origin's execution and says he declined its investment round. He acknowledges encouraging cleanup efforts and a booster return but wants substantial evidence that new management can execute before investing.
Narratives
Larry Goldberg takes a cautious view of Blue Origin, citing insufficient evidence of execution and poor performance under previous management. Cleanup efforts and the booster return offer some encouragement, but he wants significant proof of the new management's capabilities before investing.
Key Arguments
- The guest says he has not seen evidence that Blue Origin can execute.
- He declined the current investment round and says he would not invest in it.
- He characterizes previous management as a disaster and believes substantial money was wasted.
- He sees David Limp's arrival as an improvement in management.
Risks acknowledged
- He is impressed with management of cleanup after the launchpad explosion.
- He is somewhat impressed by the booster return.
Hedges & Caveats
- The speaker describes himself as being in two minds about investing.
- He acknowledges progress in cleanup efforts and the booster return.
- The statements are attributed to a guest; explicit host endorsement is absent.
- Blue Origin is private and has no public ticker, so no ticker is assigned.
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