$ASTS - I was lucky to have a meeting with @scottwisniews in Barcelona today.
I have met a lot of leaders in my time as a portfolio manager.
Scott has the «animal spirit» like a founder and the wisdom of an old successful bankier.
Impressed. Again.
Audun Wickstrand Iversen
8,529 posts
Dette er en personlig konto om aksjer, aksjemarkedet, økonomi og disruptive muligheter. Ingen råd om kjøp eller salg av noen art, kun observasjon.
Joined January 2021
- $ASTS - On a day with US market closed I would like to send a thanks to the ASTS community. Your research have been great for years, and as a PM in a large Nordic bank I have access to most of the research done by investment banks. They are doing fine, but you are doing better.
- $ASTS & ASTS Spacemob - happy new year and thanks a lot for 2024. Our mutal fund, DNB Disruptive Opportunities ended the year as the second best fund in the world (out of ~30.000 funds), according to Morningstar. The single largest contribution to the performance was ASTS. We
- $ASTS - DNB Markets (largest in Norway) published their trading retail statistics for february. In the age of 18 to 28 the largest net buy of all international shares we find ASTS. Spacemob in Norway is growing 😀
- $ASTS - so much space economy at MWC. Drones and satellites. Voda talk about ASTS later today. Its happening Next 5 years will be crazy 😀
- Life as a long-time $ASTS holder: It’s like watching the ads before Dune 2. No clue how long till the movie starts, the ads are noise that suddenly stops. Slow, slow. Then BAM. Hyped like a kid after Dune 1 last year, got the biggest 🍿 bucket—this’ll be a long film. And we
- $ASTS - We create a lot of content about disruptions in space and on earth in Norwegain. But we would like to share our ASTS case and presentation with you in english as well Will this avantar of myself work? Or is the quality too low? Thanks 🙏
00:00 - $ASTS - mye folk på pressekonferansen om Joint Venture mellom Voda og ASTS
00:00 - $ASTS - one way to think about the years ahead in ASTS (and similar disruptive businessmodells) is S and J curves. Apple moment i 2008 made fortunes to change hands. Shito Apple disrupted the 3 WS darlings (Nokia, Ericson, Motorola). During the following 15 years Apple climbed
- Student? Aksje og analyseinteressert? Vi i DNB Asset Management la akkurat ut 6 sommerjobber, sjekk Linkedin. Dødsbra opplegg.
- $ASTS - Offiselt en 50x fra USD 2 til USD 100 på ca 18mnd. Sender en ydmyk hyllest til ASTS gjengen og ASTSpacemob. Den nye infrastrukturen bygges over hodene vår, disrupsjonene kommer på jorda Tenk sjæl og følg med
- 1x - på gjensyn. Norge brukte 40-50mrd på uprøvde vindturbiner i storm og saltvann. Lot fremtiden vandre ut fra Moss. Vi fant opp GSM på 80-tallet. Byråkrater og politikere ga Simonsen «0». 1x var en gang norsk. Nå er de jagd ut. Men «vi» satser påhavvind, batterier og1X | Palo Alto, CA Our New Home
00:00 - One thing surprisingly many people misunderstand is the difference between risk and volatility. In a case like ASTS, this is important. In the video below, I go through my matrix on $ASTS. AST SpaceMobile: A Case Study in Risk, Volatility, and Investment Phases










