(Space) Case Taylor
@spacecase.bsky.social
Investor by day, analyst by night // Writing about the business of space @ http://caseclosed.substack.com // Investing @ http://usitfund.com
Feb 2025 Space Stock Review goes live tomorrow
Topics of interest include:
- $RKLB $PL $RDW $LUNR vibe checked
- $SPIR + Kpler go to court
- Starlink Super Bowl ad boosts $ASTS + $43M SDA deal
- Boardroom drama spoils $ETL.PA earnings
- Potential C-band sales drive $SESG.PA
Topics of interest include:
- $RKLB $PL $RDW $LUNR vibe checked
- $SPIR + Kpler go to court
- Starlink Super Bowl ad boosts $ASTS + $43M SDA deal
- Boardroom drama spoils $ETL.PA earnings
- Potential C-band sales drive $SESG.PA
March 3, 2025 at 8:54 PM
Feb 2025 Space Stock Review goes live tomorrow
Topics of interest include:
- $RKLB $PL $RDW $LUNR vibe checked
- $SPIR + Kpler go to court
- Starlink Super Bowl ad boosts $ASTS + $43M SDA deal
- Boardroom drama spoils $ETL.PA earnings
- Potential C-band sales drive $SESG.PA
Topics of interest include:
- $RKLB $PL $RDW $LUNR vibe checked
- $SPIR + Kpler go to court
- Starlink Super Bowl ad boosts $ASTS + $43M SDA deal
- Boardroom drama spoils $ETL.PA earnings
- Potential C-band sales drive $SESG.PA
Defense stocks have jumped +12% since the 10/7 escalation of the Israel-Hamas conflict
However, these gains aren't likely to last if they follow the same pattern that happened after the start of the Russia-Ukraine war
$LMT $NOC $RTX $GD
However, these gains aren't likely to last if they follow the same pattern that happened after the start of the Russia-Ukraine war
$LMT $NOC $RTX $GD
November 17, 2023 at 6:18 PM
Defense stocks have jumped +12% since the 10/7 escalation of the Israel-Hamas conflict
However, these gains aren't likely to last if they follow the same pattern that happened after the start of the Russia-Ukraine war
$LMT $NOC $RTX $GD
However, these gains aren't likely to last if they follow the same pattern that happened after the start of the Russia-Ukraine war
$LMT $NOC $RTX $GD
My September review includes commentary on $ASTS, $LLAP, $VSAT, $BA, and $RTX
caseclosed.substack.com/p/september-...
caseclosed.substack.com/p/september-...
October 12, 2023 at 3:30 PM
My September review includes commentary on $ASTS, $LLAP, $VSAT, $BA, and $RTX
caseclosed.substack.com/p/september-...
caseclosed.substack.com/p/september-...
Is Rocket Lab overvalued, or undervalued? What is it’s Launch business worth vs it’s Space Systems business?
Find out the answers to these Qs + more in this month’s Space Stock Review
https://open.substack.com/pub/caseclosed/p/july-2023-space-stock-review?r=117wsm&utm_campaign=post&utm_medium=web
Find out the answers to these Qs + more in this month’s Space Stock Review
https://open.substack.com/pub/caseclosed/p/july-2023-space-stock-review?r=117wsm&utm_campaign=post&utm_medium=web
August 15, 2023 at 11:41 AM
Is Rocket Lab overvalued, or undervalued? What is it’s Launch business worth vs it’s Space Systems business?
Find out the answers to these Qs + more in this month’s Space Stock Review
https://open.substack.com/pub/caseclosed/p/july-2023-space-stock-review?r=117wsm&utm_campaign=post&utm_medium=web
Find out the answers to these Qs + more in this month’s Space Stock Review
https://open.substack.com/pub/caseclosed/p/july-2023-space-stock-review?r=117wsm&utm_campaign=post&utm_medium=web
Check out my June Space Stock review for public/private market + space stock commentary, including my work that suggests investors might now prefer BlackSky stock over Planet Labs’
caseclosed.substack.com/p/jun…
caseclosed.substack.com/p/jun…
July 24, 2023 at 3:00 PM
Check out my June Space Stock review for public/private market + space stock commentary, including my work that suggests investors might now prefer BlackSky stock over Planet Labs’
caseclosed.substack.com/p/jun…
caseclosed.substack.com/p/jun…
The Pope has a satellite
Who reaches Mars 1st—the Catholic Church or SpaceX?
https://investors.terranorbital.com/news/news-details/2023/Terran-Orbital-supervises-Italian-students-building-satellite-for-first-Vatican-space-mission/default.aspx
Who reaches Mars 1st—the Catholic Church or SpaceX?
https://investors.terranorbital.com/news/news-details/2023/Terran-Orbital-supervises-Italian-students-building-satellite-for-first-Vatican-space-mission/default.aspx
June 13, 2023 at 10:40 PM
The Pope has a satellite
Who reaches Mars 1st—the Catholic Church or SpaceX?
https://investors.terranorbital.com/news/news-details/2023/Terran-Orbital-supervises-Italian-students-building-satellite-for-first-Vatican-space-mission/default.aspx
Who reaches Mars 1st—the Catholic Church or SpaceX?
https://investors.terranorbital.com/news/news-details/2023/Terran-Orbital-supervises-Italian-students-building-satellite-for-first-Vatican-space-mission/default.aspx
New book I’m reading describes the 1st computers as “moth-ridden monstrosities” + “de-bugging” meant literally cleaning bugs out of hardware bc they were attracted to light from vacuum tubes used for logic circuitry
Almost coughed up my coffee reading that 😂
How far we’ve come!
Almost coughed up my coffee reading that 😂
How far we’ve come!
June 10, 2023 at 6:32 PM
New book I’m reading describes the 1st computers as “moth-ridden monstrosities” + “de-bugging” meant literally cleaning bugs out of hardware bc they were attracted to light from vacuum tubes used for logic circuitry
Almost coughed up my coffee reading that 😂
How far we’ve come!
Almost coughed up my coffee reading that 😂
How far we’ve come!
Since no one on BSKY is talking about space I’ll start us off:
Genpop has no idea how much of day-to-day life is dependent upon space tech
From navigation services to the financial system, the world would come to sudden halt without space tech
And yet most people don’t know or think about this
Genpop has no idea how much of day-to-day life is dependent upon space tech
From navigation services to the financial system, the world would come to sudden halt without space tech
And yet most people don’t know or think about this
June 5, 2023 at 4:49 PM
Since no one on BSKY is talking about space I’ll start us off:
Genpop has no idea how much of day-to-day life is dependent upon space tech
From navigation services to the financial system, the world would come to sudden halt without space tech
And yet most people don’t know or think about this
Genpop has no idea how much of day-to-day life is dependent upon space tech
From navigation services to the financial system, the world would come to sudden halt without space tech
And yet most people don’t know or think about this
One of the things about Bluesky vs the other app is there’s apparently no space industry ppl on BSKY and the other app is owned by the main space industry guy
One of the things I like about Bluesky over The Other Place is that it more accurately positions me politically. On That Other Place, I am judged a Screamingly Woke Socialist Liberal, while here on Bluesky I am The Mildly Sarcastic Biden-Voting Uncle You Know Won't Make Racist Jokes at Thanksgiving.
June 5, 2023 at 2:02 AM
One of the things about Bluesky vs the other app is there’s apparently no space industry ppl on BSKY and the other app is owned by the main space industry guy
I’m a little weirded out by everyone having “bsky” in their usernames—a quick glance makes it seem like this is app for BlackSky Space (stock ticker $BKSY) investors
June 4, 2023 at 7:29 PM
I’m a little weirded out by everyone having “bsky” in their usernames—a quick glance makes it seem like this is app for BlackSky Space (stock ticker $BKSY) investors