Navigating the Satellite Connectivity Landscape

This chapter explores Viasat's position in the satellite industry, focusing on its government contracts and the upcoming Viasat 3 constellation. It contrasts geostationary and low Earth orbit satellite technologies, addressing challenges like service quality and capacity utilization. The discussion also highlights the evolving competitive landscape, with implications for market pricing and the future of satellite connectivity.

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Episode notes

In today’s episode, Trey Lockerbie welcomes back Ben Claremon and Eugene Robin from Cove Street Capital. They quickly touch on the performance of Lumen Technologies, a stock they pitched on our show back in December 2020, whose price subsequently has risen 50% in Q1. But for this episode, Claremon and Robin mainly discuss the Race to Space and their position in Viasat. If you only follow the headlines, you would think Elon Musk is on an unencumbered path to space domination, especially with his satellite business under SpaceX called Starlink.

IN THIS EPISODE YOU'LL LEARN:

(24:49) How Viasat might currently be wildly underappreciated by the market
(06:15) How Starlink compares to Viasat in the future of satellite broadband
(01:02:49) Their intrinsic value of Viasat and much much more

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

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