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Tsai Capital says Tesla and SpaceX fit a new value playbook
MarketWatch reports that Christopher Tsai, president and chief investment officer of Tsai Capital, argues Tesla and SpaceX could emerge as winners in the next evolution of value investing.
In the fund manager's view, the two companies represent a different kind of value setup than traditional approaches, with both positioned to benefit as markets reassess what constitutes durable upside.
The remarks were framed as part of Tsai's broader thesis for how investors may rethink value over the next cycle.
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