Goldman finds just six stocks hedgies and mutual funds both love — SpaceX at 93x earnings is one
Goldman Sachs' sweep of 13-F filings covering $10 trillion of stock positions found only six names both short-horizon hedge funds and long-horizon mutual funds are overweight. SpaceX is the standout, trading at 93 times next year's estimated earnings, a price no conventional value shop would touch. When fast traders and buy-and-hold managers herd into the same six stocks, the market is already pricing in a lot of future growth.