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Spire Global
Update on Investment Idea #1
I sold half of my position in Spire
Dec 7, 2024
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Update on Investment Idea #1
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Selling Spire's Maritime Business
A few thoughts on the transaction
Nov 15, 2024
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Selling Spire's Maritime Business
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A turn for the worse
Satellite failures, accounting restatements, and covenant breaches at Spire
Aug 25, 2024
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A turn for the worse
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Investment Idea #1: Spire Global (NYSE: SPIR)
Unique capabilities in space supported by excellent long-term economics
Jun 28, 2023
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Investment Idea #1: Spire Global (NYSE: SPIR)
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