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- Issue 03 · SPCXJune 10, 2026
The Eigenvalue Brief — Issue No. 03: SpaceX (SPCX)
Tomorrow the order books close on a $75 billion offering at a $1.75 trillion valuation. The S-1 is 270+ pages of remarkable engineering and remarkable assumptions. We read it so you can see both.
Read → - Issue 02 · LULU
Lululemon (LULU) — Issue 02
Brand strength, category leadership, and the long-term outlook for a premium athletic franchise.
Read → - Issue 01 · INTU
Intuit (INTU) — Issue 01
The compounding engine, competitive moat, and long-term outlook for the small-business software leader.
Read →