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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.
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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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