TIP361: The Race for Space w/ Ben Claremon & Eugene Robin
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 16 July 2021
⏱️ 73 minutes
🧾️ Download transcript
Summary
In today’s episode, Trey Lockerbie welcomes back Ben Claremon and Eugene Robin from Cove Street Capital. They quickly touch on the performance of Lumen Technologies, a stock they pitched on our show back in December 2020, whose price subsequently has risen 50% in Q1. But for this episode, Claremon and Robin mainly discuss the Race to Space and their position in Viasat. If you only follow the headlines, you would think Elon Musk is on an unencumbered path to space domination, especially with his satellite business under SpaceX called Starlink.
IN THIS EPISODE YOU'LL LEARN:
- (24:49) How Viasat might currently be wildly underappreciated by the market
- (06:15) How Starlink compares to Viasat in the future of satellite broadband
- (01:02:49) Their intrinsic value of Viasat and much much more
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TIP. |
| 0:30.0 | Lining Comrade Path to Space Domination, especially with his satellite business under SpaceX |
| 0:34.8 | called Starlink. |
| 0:36.5 | In this episode we cover, how VESAT might currently be wildly underappreciated by the |
| 0:41.3 | market. |
| 0:42.3 | How Starlink compares to VESAT in the future of satellite broadband, their intrinsic value |
| 0:47.4 | of VESAT, and much, much more. |
| 0:49.6 | I love doing deep dives into stocks with Ben and Eugene because they are truly value investors. |
| 0:54.7 | It's also worth mentioning that Eugene once worked at VESAT and has a deep knowledge on |
| 0:59.3 | business. So sit back and enjoy learning from Ben and Eugene about how via sat and more ways |
| 1:04.8 | than one might be heading for the stratosphere. |
| 1:11.0 | You are listening to the Investors podcast where we study the financial markets and read the |
| 1:16.4 | books that influence self-made billionaires the most. We keep you informed and prepared for the |
| 1:21.6 | unexpected. |
| 1:31.5 | Hello everybody and welcome to the Investors podcast. I'm your host, |
| 1:35.1 | Trey Lockerby, and today I have back with me Ben Claremont and Eugene Robin, |
| 1:40.8 | principles at Coastreet Capital. Welcome back to the show. |
| 1:44.6 | Thanks for having us. We're excited to be back. |
| 1:46.8 | Well I couldn't wait to talk to you guys because last time you were here about mid- |
| 1:51.1 | December of 2020, we were talking about Lumen Technologies and at that time the stock was |
| 1:56.9 | trading somewhere around $10.50 a share and after we aired that episode it surged about 50% |
| 2:02.4 | to a close of 15 to 15.5 and now it's drifted back down to somewhere around $13. |
... |
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