Show notes
On this episode of Chit Chat Stocks, we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS).
Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their perspectives on why they are so bullish on a pre-revenue satellite internet company. What is so special about AST SpaceMobile?
The episode did not disappoint. We discuss:
(04:00) Understanding AST's Vision and Technology
(07:13) Identifying Market Opportunities and Historical Context
(09:59) Technological Differentiation and Competitive Landscape
(12:15) Addressable Market and Potential Applications
(15:09) Concerns and Viability of Technology
(17:44) First Responder Market and Emergency Connectivity
(33:23) The Financial Landscape of First Responders' Connectivity
(35:19) Demand Dynamics and Strategic Partnerships
(37:44) Consumer Demand and Coverage Challenges
(41:02) The Business Model and Consumer Engagement
(44:26) Satellite Economics and Operational Viability
(48:22) Skepticism and the Future of AST
(50:53) Valuation Challenges and Pre-Mortem Considerations
Crossroads Capital: https://www.crossroadscap.io/
10West Advisors: https://www.10westadvisors.com/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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