There have been heroic assumptions on this stock over the last...

There have been heroic assumptions on this stock over the last couple of years in particular so it’s no surprise that a newbie is baulked by the MC and SP. perhaps the easiest way to assess whether buying it at $850m MC, is too rich, is to know that existing, long-term major shareholders have bought in at similar levels. You, 10x, would know from your experience that “follow the money” is a safe rule to live by- certainly better than a DCF analysis for this stock at this time