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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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INSIGHT

Viasat's Potential

  • Viasat has a small market share in satellite internet but a huge addressable market.
  • The company also serves the military and is aiming to expand globally.
INSIGHT

Viasat's Innovation

  • Viasat is on the leading edge of geostationary satellite technology.
  • They continue to innovate and stay ahead of competitors.
INSIGHT

GEO vs. LEO

  • Viasat focuses on GEO satellites, utilizing steerable beams to maximize capacity.
  • LEO satellites, like Starlink, spend significant time over uninhabited areas, limiting their efficiency.
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