Founders: The High Ground Now Has a Ticker

Space just had its first real drawdown as an asset class. Why we're long Rocket Lab, Redwire, and Intuitive Machines (with Navitas for the power) and why this window is the point of the exercise

Good afternoon: Here is something we’ve been working on for sometime but held back on sharing as a thematic investment idea due to its highly speculative nature. Given recent events the timing is right to share it. As a reminder we are not recommending what you should do, only informing on why we did what we did.