Tag:Investor Guide

Between 2020 and 2024, nearly every space SPAC collapsed by 80-97%. This is the post-mortem every space investor needs to read before the next boom.

Lockheed, Northrop, L3Harris, and Raytheon all have major space businesses buried inside defense conglomerates. Here's how to isolate their space revenue and decide if the crossover premium is worth paying.

ARKX and UFO have both underperformed the S&P 500 by 40-60 percentage points since launch. Here's the honest analysis of what went wrong and smarter ways to get space exposure.

Read NASA, USSF, NRO, and DoD space contracts the way analysts do. Walkthrough of USASpending.gov, the contract types (IDIQ, FFP, OTA, CPFF), and a sortable tracker of 30 major awards 2024–2026 — SDA Tranche 3, NSSL Lane 2, HLS, CLPS, GPS IIIF and more.

Every major launch provider publishes their upcoming flight schedule. Most investors ignore it. Here's how to read a launch manifest to spot revenue trends, customer mix, and competitive signals before they hit earnings.