Pine Creek Capital Management

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IPO Spotlight | Space Exploration Technologies (SPCX)
SpaceX went public at $135 per share and rocketed to $225. Today, it sits at $110. We read the S-1 and calculated what the company is actually worth.
Aug 4 • Brian Dean, MSF
IPO Spotlight | Jersey Mike's (JMKE)
Blackstone paid $8 billion for the sub chain in 2024. Eighteen months later it wants $9 billion. We read the S-1 to decide what it's actually worth.
Jul 22 • Brian Dean, MSF
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