I started a new, occasional segment on Substack today where I'll publish actionable ideas as I see them. I'll be tracking the returns (monthly) here. My intention is for it to serve as a launchpad for your own research. I hope you find it helpful.

First up is $SPIR, a satellite data subscription business with several unique capabilities. It currently trades at 1.2x 2023e revenue.

Link: Investment Idea #1: Spire Global (NYSE: SPIR) (substack.com)

As always, feedback and other opinions welcomed. Thanks.