Great piece by Seth Klarman How Warren Buffett Did It theatlantic.com/ideas/2025/12/…

The narrative that Nintendo $NTDOY is getting swept in is hilarious

Working on an article that I will most likely publish next week, but safe to say that Nintendo probably anticipated any shortage to avoid a kind of SW1 situation Raw material and finished goods inventory are both considerably (probably an understatement) up from FY17 (SW1 launch

$ASTS: LET’S FCKING GO, FULL SEND 🚀🚀🚀

BlueBird 7 has left the factory and is headed to space! Next stop: Cape Canaveral, Florida🚀🚀🚀🚀🚀🚀🚀 Identical to BlueBird 6, BlueBird 7 will also be the largest commercial communications satellite ever launched into low Earth orbit. This marks another milestone as we

Looking forward to an exciting week…

🚨🅰️THE $ASTS DD UPDATE🅰️🚨 With the start of the Bluebird launch campaign, it's time to release the updated $ASTS DD! Know What You Own™️ & Think Like A Founder™️ kookreport.com/post/ast-space…

This was my most widely-read post of the year. People like airplanes, I guess

Goose bumps… $ASTS

Ry🅰️n O'Connor Huge defining event and source of pride for the entire country of India

RG🅰️SH Next stop, the stars 🌠

A significant stride in India’s space sector… The successful LVM3-M6 launch, placing the heaviest satellite ever launched from Indian soil, the spacecraft of USA, BlueBird Block-2, into its intended orbit, marks a proud milestone in India’s space journey. It strengthens

Congratulations to Prime Minister Narendra Modi, ISRO, and NSIL on the successful launch of our BlueBird 6 satellite—the largest-ever commercial communications satellite in low Earth orbit.🚀🚀🚀🚀🚀🚀 Perfect execution from both teams in India and the U.S. We are now in

🚀🛰️🚀 $ASTS

BRUCE 브루스 I agree. I believe it will be bigger than Netflix. Ryan from Crossroads Capital first turned me onto that comparison in a chat. After comparing TAM, margins, etc, ASTS should legitimately be bigger.

BlueBird 7 has arrived in Florida! Next step is to start integration with the launch vehicle 🚀🚀🚀🚀🚀🚀 Following the successful launch of BlueBird 6, BlueBird 7’s arrival keeps us on track as we scale production and launch operations – bringing us closer to delivering full

Boom! $FTAI ir.ftaiaviation.com/news-releases/…

Aerospace aftermarket AND AI? Put a Heico multiple on it.