We Study Billionaires - The Investor’s Podcast Network

TIP361: The Race for Space w/ Ben Claremon & Eugene Robin

Jul 16, 2021
Guest
Eugene Robin
Guest
Ben Claremont
Join Ben Claremon and Eugene Robin from Cove Street Capital as they dive into the intense competition in the satellite broadband field. Claremon highlights how Viasat may be undervalued compared to its rival, SpaceX's Starlink. The duo examines Viasat's robust government contracts and upcoming technologies poised to reshape connectivity, especially in underserved regions. They also discuss exciting innovations like potential Starlink integrations with Tesla. Tune in for insights on the future of space and investment strategies!
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ANECDOTE

Lumen's Wild Ride

  • Lumen Technologies surged 50% after being mentioned on the podcast, likely due to tax selling and the GameStop frenzy.
  • Cove Street Capital sold some at $16, rebought, and still considers it undervalued.
INSIGHT

Viasat's Strengths

  • Despite Elon Musk's advancements with Starlink, Viasat is believed to be superior in certain aspects of satellite broadband.
  • Viasat's future focuses on in-flight Wi-Fi and military connectivity.
INSIGHT

Viasat's Core

  • Viasat's core business has been in encryption and decryption technology for the military.
  • It is also a dominant player in communication equipment.
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