TIP408: A Deep Dive into Terran Orbital w/ Marc Bell

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 26 December 2021

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Trey speaks to Marc Bell who says “not so fast..” Marc is the Chairman, CEO, and Co-Founder of Terran Orbital. Marc is an extremely accomplished individual, who is about to realize his 5th unicorn company, meaning a company valued over $1B. IN THIS EPISODE, YOU’LL LEARN: 01:55 - Terran’s fundamentals. 11:36 - Key differences in the technology of the satellites in play. 18:51 - The competitive landscape of the Earth Observation as a service industry. 31:51 - Why Terran is choosing to go public through a SPAC merger. 46:33 - A look into the team behind Terran and also the SPAC Sponsor team. 53:20 - Marc's experience as a private investor and much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. 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Transcript

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0:00.0	You're listening to TI-P.
0:03.1	On Episode 399 with Josh Wolf, we discuss Luxe Investment in a company called Planet,
0:08.3	which has hundreds of satellites currently in lower Earth orbit capturing visual data
0:12.2	every day.
0:13.2	It's a very compelling idea, so on Episode 401, we discuss Planet in more detail with
0:17.5	Chris Demuth of Rangelic Capital.
0:19.7	From these discussions, it appeared that Planet didn't have much competition, but today we
0:23.1	are speaking to Mark Bell, who says not so fast.
0:26.1	Mark is the chairman, CEO, and co-founder of Terran Orbital.
0:30.1	Terran has been primarily manufacturing satellites for others for the past nine years, but has
0:34.2	an aggressive plan to take on planet and others in the race for Earth observation services.
0:39.3	In this episode, we discuss Terran's fundamentals, the competitive landscape of the Earth observation
0:44.0	as a service industry, key differences in the technology of the satellites in play, why
0:48.7	Terran is choosing to go public through a SPAC merger, a look into the team behind Terran
0:53.0	and the SPAC sponsorship team?
0:55.0	Mark's experience as a private investor and much, much more.
0:58.3	Mark is an extremely accomplished individual who is about to realize his fifth unicorn
1:02.5	company, meaning a company valued over a billion dollars.
1:05.6	I walked away from this discussion feeling that this is not a man I would bet against.
1:09.8	The flurry in excitement around space technology continues, so please enjoy this very enlightening
1:14.1	conversation with Mark Bell.
1:16.8	You are listening to THE Investors Podcast.
	...

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