(Space) Case Taylor @spacecasetayl0r
VC by day, analyst by night // Analyzing the business of space @ https://t.co/d9KNLMA9Vv // Investing in space, semis, AI @ https://t.co/ct7PO94bQQ caseclosed.substack.com Philadelphia, PA Joined April 2021-
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Very excited to share what I’ve been primarily working on for the last 2.5 years with @JeffThornburg Solving the Space Force and DoD's need for mobility on-orbit, by providing a spacecraft built for maneuverability from the ground up
Very excited to share what I’ve been primarily working on for the last 2.5 years with @JeffThornburg Solving the Space Force and DoD's need for mobility on-orbit, by providing a spacecraft built for maneuverability from the ground up
Its important to separate sci-fi from sci-fact when investing in the space industry I started Space Case 3yrs ago because there was too much fake news space stock analysis YouTubers and Reddit-ers saying “this stock is LITERALLY going to the moon” + people getting caught up in…
Space Case is required reading for defense tech investors
Space Case is required reading for defense tech investors
Once again here's a reminder to my followers that Case Taylor provides some of the most level headed analysis of publicly traded space companies you're likely to find on the web: caseclosed.substack.com
Once again here's a reminder to my followers that Case Taylor provides some of the most level headed analysis of publicly traded space companies you're likely to find on the web: caseclosed.substack.com
"Saying you “recommend” rather than “like” something makes people 32 percent more likely to take your suggestion. Using the word “whom” in online dating profiles makes men 31 percent more likely to get a date. Adding more prepositions to a cover letter makes you 24 percent more…
If you get a call from a friend who is nervous about the stock market, this may be a helpful quote to send them: “Volatility is the price of admission. The prize inside are superior long-term returns. You have to pay the price to get the returns.” Morgan Housel
Peter Lynch in 1994 on why you NEED to be prepared for volatility. If you can’t handle it, stop investing in single names and index instead. I have personally counted 19 >5% corrections since 2009. They are healthy… Lynch recounts FIFTY 10% declines over 93 years, 15 above 25%
Newsletter post drops tomorrow morning Topic: March Space Stock Review + 4Q23 SPAC Earnings I am very late on this one so it’s got extra content to make up for it My favorite part of the post is an AI-generated song I made about $ASTR Sign up via link in bio to read (+listen)
Dingboard rocks Just used it for the 1st time to make some memes for the upcoming newsletter and it was super easy to use
Dingboard rocks Just used it for the 1st time to make some memes for the upcoming newsletter and it was super easy to use
You are too kind I’m planning for a Sunday morning release Ya boi has been swamped with deal flow for the day job!
You are too kind I’m planning for a Sunday morning release Ya boi has been swamped with deal flow for the day job!
The greatest unlock for tech innovation will not be from AI. It will be when Lina Khan resigns from the FTC and companies can get acquired again. No sane person is going to sign up for a 10 year death march and play IPO roulette with their lives. Everything she has done has…
#ICYMI: NRO and @ulalaunch successfully launched #NROL70, the final #DeltaIVHeavy. This launch was #TheFinalFarewell of a legendary rocket. Check out some of the incredible photos we captured!
I am very pleased to pre-announce that I can finally include $SATL in a space SPAC earnings review🥲 Thank you to @Satellogic management for finally disclosing enough information to allow me to analyze your company 🤝
I added timestamps to the live stream I did a few days ago, answering questions from @aravindEO, @spacecasetayl0r, @anu_bonth & the chat. Replay is available on the YT channel Thanks to everyone who showed up!
Excited to share my latest on how space in orbit is getting more crowded - and how this will create new opportunities for new instances, including service workers, like Realtors. #space #startups #deeptech open.substack.com/pub/bowofthese…
Joe Morrison @mouthofmorrison
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31 Followers 70 Following Space Situacional Awareness Service Provider / A Knowledge Intensive Business Services for Technology and Innovation性感大母猴 @gan_xing90797
0 Followers 16 FollowingJoe Morrison @mouthofmorrison
25K Followers 2K Following “Controversial industry figure” -@gridnews. VP @umbraspace 🛰 Satellite imagery for mapping 🗺, monitoring 📈, and 'mergencies 🚨Eric Berger @SciGuySpace
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17K Followers 674 Following Red-bean filled bread man. Tweets are ideas and opinions, not investment advice. #forsteveAbel Avellan @AbelAvellan
8K Followers 220 Following Chairman and CEO, @AST_SpaceMobile; Founder, Emerging Markets Communications (EMC). Building and launching AST’s #SpaceMobileRocket Lab @RocketLab
516K Followers 198 Following Official account for Rocket Lab. We build rockets and spacecraft that open access to space to improve life on Earth.AST SpaceMobile @AST_SpaceMobile
15K Followers 178 Following The first and only space-based cellular broadband network for mobile phones. Eliminating coverage gaps to enable billions of people globally to stay connected.Michael Sheetz @thesheetztweetz
185K Followers 557 Following Space Reporter @CNBC | send anonymous tips via Proton to [email protected] or Signal to +1 (201) 730-2511 | pitches [email protected]Planet @planet
258K Followers 4K Following We see things from a different angle. 🛰️🕊️ Public Benefit Corporation on NYSE $PLWill Marshall @Will4Planet
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2K Followers 673 Following Co-founder & CEO @AirGarageInc, we manage 54k+ parking spaces for real estate owners across 42 US states | backed by @a16z @foundersfund @floodgatefundVery excited to share what I’ve been primarily working on for the last 2.5 years with @JeffThornburg Solving the Space Force and DoD's need for mobility on-orbit, by providing a spacecraft built for maneuverability from the ground up
Allow us to introduce ourselves; we are Portal Space Systems, the space maneuverability company here to change how you move in space 🛰️ portalsystems.space/press-release
Read more about what we're doing to provide responsive space capabilities at @PortalSpaceSys, from @breadfrom and @TechCrunch techcrunch.com/2024/04/30/por…
We're thrilled to welcome @Preligens as a Certified Analytics Partner! With unmatched #AI capabilities and #ML expertise, Preligens is using Capella's high-res #SAR for aircraft detection and classification. Don't miss the demo next week at #GEOINT2024 bit.ly/3UCdBjG
$RKLB We all know Rocket Lab has a new $300 million war chest available to spend on Space Systems acquisitions in order to add payload capabilities and round out long lead items for the satellite bus platform. I am generally curious, imagine you were management which companies…
Took an @Astranis team picture last week. Photographer said "alright, everyone scream." I interpreted the instruction too literally, it seems
Any Earth observation capability, especially if that is a value driver, will become a strategic differentiator. Citadel, the most successful hedge fund in history, built proprietary weather models in-house for exclusive insights. This is another example! Congrats @SpireGlobal!
We’re thrilled to announce we have secured a multi-million dollar deal with a financial firm for weather forecasts. Through the deal, @SpireWxClimate will provide our High–Resolution Weather Forecast model, which offers a six-day outlook powered by proprietary data collected…
Final step:
I suspect that this is one of the reasons they have trouble competing with SpaceX on cost. Only government contractors take apparent pride in how many states their suppliers are from, to impress congresspeople. Because that's why government space programs cost so much.
ULA has nearly 2,000 suppliers from 47 states! We welcome our suppliers joining us for this week’s #ULASupplierConference!
My mom is an absolute legend. Born and raised in Bangalore, India. Secretly applied to college in the U.S. and got a scholarship. Arrived in 1980 with no money to her name. Got her undergrad in two years and her masters in another two. Met an American guy and fell in love.…
Warren Buffett wrote a Forbes article on what we can learn from Phil Fisher
Space Case is required reading for defense tech investors
Its important to separate sci-fi from sci-fact when investing in the space industry I started Space Case 3yrs ago because there was too much fake news space stock analysis YouTubers and Reddit-ers saying “this stock is LITERALLY going to the moon” + people getting caught up in…
@rob_lh I’ll go raven just for the extra intimidation they bring. I assume similar intelligence to crows.
You need to be crow-maxing. They're intelligent, elegant, skilled with tools, and love to make deals. They are highly social, so you can build your crow rep quickly.
Are there any men out there who have a favorite bird that is not an eagle? Every single man I have ever asked said "eagle".
Once again here's a reminder to my followers that Case Taylor provides some of the most level headed analysis of publicly traded space companies you're likely to find on the web: caseclosed.substack.com
Its important to separate sci-fi from sci-fact when investing in the space industry I started Space Case 3yrs ago because there was too much fake news space stock analysis YouTubers and Reddit-ers saying “this stock is LITERALLY going to the moon” + people getting caught up in…
@spacecasetayl0r You're doing a great job Case! Australian law limits how much analysis I'm allowed to share because I'm compensated by eToro for my small space portfolio, but I wish I could help investors the way you do by bringing informed reality into the conversation. It boggles my mind…
@spacecasetayl0r You deserve every follower and many more to come! People doing unbiased research like you are incredibly valuable and to retail investors, keep up the great work! 💪
@spacecasetayl0r Much appreciated sober analysis by the numbers. Space Case to the Moon!!! 🚀😆
early in the race face / late in the race face