Latest / AST SpaceMobile Podcast
AST SpaceMobile - Space-Based Sensing and Targeting Confirmed
AST SpaceMobile just got confirmed for space-based sensing and targeting - Kook breaks down the SDA filing and a $68 vs $210 price target debate.
Kook opens with the weekend chaos around a Spanish analyst named Amerito whose bearish $210-to-$68 DCF on $ASTS stock sparked a firestorm, and walks through why discount rate assumptions and duration risk make academic finance models misleading for a high-growth satellite name like AST SpaceMobile.
The episode digs into the Porsche versus Toyota analogy for premium direct-to-cell pricing, Ron Baron's simple big-picture investing style, and why…
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