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TIP408: A Deep Dive into Terran Orbital w/ Marc Bell

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IN THIS EPISODE, YOU’LL LEARN:

  • 01:55 - Terran’s fundamentals.
  • 11:36 - Key differences in the technology of the satellites in play.
  • 18:51 - The competitive landscape of the Earth Observation as a service industry.
  • 31:51 - Why Terran is choosing to go public through a SPAC merger.
  • 46:33 - A look into the team behind Terran and also the SPAC Sponsor team.
  • 53:20 - Marc's experience as a private investor and much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Marc Bell's Website
  • Marc Bell's Twitter
  • Terran Orbital's Website
  • Trey Lockerbie Twitter.
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.
  • Donate to GiveWell’s recommended charities and have your donation matched up to $1,000 before the end of August or as long as matching funds last if you’ve never donate before. Pick PODCAST and We Study Billionaires or enter code TIP at checkout.
  • Make it simple to hire and manage remote employees across all 50 states with Justworks.
  • You can see eczema on the surface of your skin, but there may also be irritation below that you can’t see. Discover Eucrisa as it works both above and below the skin to treat eczema in adults and children 3 months of age and older.
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  • Get $50 to split across the top five stocks by market cap in the S&P 500 the new Schwab Starter Kit™. That’s companies you actually recognize like Amazon, Apple, and Google. Check out Schwab.com/StarterKit to learn more!
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  • Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.
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  • Browse through all our episodes (complete with transcripts) here.
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