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George Pullen

Aug 7, 2026

3:24
So George, want to start with earnings and then the unlock, like how that all works?
3:31
Sure.
3:31
So it's typical for companies when they become public, like SpaceX has become, to make regular quarterly earnings calls.
3:39
Now, those earnings calls are published.
3:42
It gives chance for analysts to dive into the numbers of what's happening with the business now that there's a greater amount of transparency again, because they're now a public company, just like General Mills or GE, right? They're the types of companies now that anyone can see what's going on inside of.
3:59
That means analyst coverage is also going to be making sure that they know what's happening and then they'll also issue their own reports, right? So you have the earnings announcements and reports and then you have the analyst coming in and giving their thoughts on the reports.
4:13
A best practice is read both.

44 MINS LATER

48:07
Is that true, George?
29:06
I think so, except for the fact that Musk wants
29:09
to buy Tesla.
29:11
Right, so Tesla debuted as an automobile company.
29:15
And it was fine.
29:18
Right, and somewhere along the way, it said, well, actually, we're a battery company.
29:22
Well, actually, we're a robot company.
29:24
And as it went through its pivots and maturations, which, by the way, companies are allowed to do big or small.

14 MINS LATER

43:45
You know, is this a pop right around the IPO or does it continue out into the balance of the year and, you know, for the next five to 10 years?

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