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

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

🧾️ Download transcript

Summary

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

Marc Bell's Website
Marc Bell's Twitter
Terran Orbital's Website
Trey Lockerbie Twitter.
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Transcript

Click on a timestamp to play from that location

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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