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Campaigns / Kerrisdale Capital → AST SpaceMobile, Inc.
Kerrisdale Capital vs. AST SpaceMobile, Inc.

AST SpaceMobile, Inc. · ASTS

1 deck published between 2022-09-01 and 2022-09-01 — 20 pages, 20 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2022-09-01 initial thesis

    2022 09 AST SpaceMobile Inc. ASTS

    20pp · research_note

    AST SpaceMobile is a $1.8bn 2021-SPAC promoting a physically implausible direct-to-handset satellite broadband dream; the technology won't work as hyped, timelines keep slipping, and SpaceX/Apple competition eliminates any lead.