Everything said about
ASTS
+ Watchlist4
Ideas · 30d
4
Episodes
3.8
Avg depth
4
Ideas · all time
The conversation · most recent first
4 JULMONETARY MATTERS WITH JACK FARLEY · 08:00
Mega-IPOs threatening proxy AI stock valuations
"The guest and host discussed how upcoming mega-IPOs like SpaceX, OpenAI, and Anthropic could trigger a rotation out of existing AI proxy stocks."
In depth · 4/5
4 JULTHE COMPOUND AND FRIENDS · 07:15
High-beta junk tech rally is historically fleeting
"The guest argued that the recent surge in unprofitable, high-beta tech names is a typical early-cycle junk rally that historically underperforms quality tech."
Substantive discussion · 3/5
4 JULTHE ACQUIRERS PODCAST · 01:05
Boring small-cap value poised for reversal
"The guest argued that the recent underperformance of active small-cap value managers is driven by speculative, non-earning concept stocks dominating the Russell 2000, leaving cash-generative, conservatively financed companies highly undervalued."
In depth · 4/5
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 05:47
Satellites complement rather than threaten AMT
"The threat of satellite internet disrupting cell towers is argued to be overstated, as satellite networks are complementary and target rural areas where physical towers are not economically viable."
In depth · 4/5