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Update on Investment Idea #1

I sold half of my position in Spire
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Selling Spire's Maritime Business
A few thoughts on the transaction
 • 
Tim Gallagher
1
A turn for the worse
Satellite failures, accounting restatements, and covenant breaches at Spire
 • 
Tim Gallagher
2
An informative Glassdoor review
A fine point on Planet's GTM struggles
 • 
Tim Gallagher
Planet Labs Q1 2025 Update
Notes from an interesting quarter
 • 
Tim Gallagher
4
Two Sides of Matterport
Reflections from a losing and winning bet
 • 
Tim Gallagher
2
My Thesis in Xometry
Investment Idea #4
 • 
Tim Gallagher
10
Evaluating Xometry's Marketplace Opportunity
With 10 factors from Bill Gurley
 • 
Tim Gallagher
How I Invest #2
Continued thinking on the subject
 • 
Tim Gallagher
7
My Thesis in Planet Labs
Investment Idea #3
 • 
Tim Gallagher
7
How People Use Planet's Data: Civil Government
And the opportunity in sustainability regulation
 • 
Tim Gallagher
How People Use Planet's Data: Agriculture
Commentary on a customer index (of sorts)
 • 
Tim Gallagher
5
A Few Thoughts on Planet Q2
Own the business, not the stock
 • 
Tim Gallagher
1
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