Case Closed

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August 2023 Space Stock Review
LEO Satcom Valuation Being Driven by Direct-to-Device Monetization
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July 2023 Space Stock Review
Bonus: Dissecting Rocket Lab's Valuation
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June 2023 Space Stock Review
Bonus: BlackSky Valuation Premium Overtakes Planet Labs
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Space Case
3
April 2023 Space Stock Review + 2022 SPAC Guidance Analysis + 1Q23 Earnings Scorecard
Topic(s) of Interest: Analyzing 2022 SPAC Results vs Original Guidance + 1Q23 Space SPAC Earnings Scorecard
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Space Case
3
March 2023 Space Stock Review+ ULA M&A
Topic of Interest: Analyzing the Potential Sale of United Launch Alliance
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3
January 2023 Space Stock Review
Topic of Interest: New Year, New Analysis Tools
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2
December Space Stock Review
Topic of Interest: MAXAR-mizing Value…Read-throughs from Maxar's Acquisition
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November Space Stock Review + 3Q22 Earnings Scorecard
Topic of Interest: 3Q22 Space SPAC Earnings Scorecard
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6
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Case Closed
Analyzing the business of space
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