Investing in Geospatial Intelligence Stocks

For retail investors, the biggest barrier to entry for investing in any technology thesis is the availability of pure-play stocks. That usually changes when a startup becomes publicly traded. At that time, lots of the industry’s main players will be privately held, so it’s challenging to figure out how threatening the competition is. Then, you have the added challenge of special purpose acquisition companies (SPACs).

With SPACs, there are no S-1 filings, so retail investors are left with an information gap. The glossy cookie-cutter deck that every SPAC vomits out doesn’t cover important things like risks and competition. We’re then left trying to speculate about what the competitive situation looks like and what red flags might exist. That’s where we’re sitting right now with our recent investment in space SPAC Spire Global.

Investing in Spire Global

Nanalyze Premium subscribers already know that we reluctantly opened a position in Spire Global, a company we recently covered in a piece titl