SpaceX is the focus: on 2026-06-16 @mhdempsey reported his firm sent a letter the previous week to select investors after receiving numerous pings about SpaceX. The letter shared the firm’s core assessment that SpaceX (referred to with ticker $SPCX) stands out as a leading ‘‘multi-narrative’’ asset, implying it supports multiple investment stories and use cases.
On 2026-06-16, @mhdempsey said his firm sent a letter to some of their investors the prior week addressing questions about SpaceX.
We sent a letter to some of our investors last week.
Many had been pinging me on SpaceX and thus I felt it would be helpful to include some of our thoughts.
A key takeaway in our mind was and has been that SpaceX is perhaps the best multi-narrative asset in the world. $SPCX