SATL
🛰️ Satellogic operates in a complex sector, sending low-orbit satellites, making it difficult to understand for the average investor.
📉 Despite potentially good financial numbers, the complexity of the industry makes it hard to assess its future prospects.
⚠️ The speaker emphasizes the difficulty in understanding the sector, even after extensive reading.
@invertirdesdecasa:
“If you look at the accounting of a company that sends rockets to the moon, I don’t have, or low-orbit satellites like Satellogic, I have no idea about that sector. And even if I read 300 treatises, I don’t think I’ll ever understand it well. One, the numbers are cold, you see profitability margins, you see return on capital, you see degree of leverage, you see degree of indebtedness, the numbers are cold, numbers are numbers. A balance sheet is, of course, good or bad depending on the balance itself, an income statement is good or bad depending on the numbers themselves, or a cash flow statement is good or bad depending on the numbers themselves, the numbers are cold. You can see this and compare and calculate returns and much more. Does that mean you have to invest in any company that has good numbers? Because that means it’s a good company. I would say the answer is not necessarily. And to make that value judgment, you can’t, I’ll give an example, you can’t do it with Satellogic, which sends low-orbit satellites to the moon, well, I don’t know, to space, I have no idea, unless you are, of course, an engineer and have a lot of knowledge on the subject and a lot of other things. But they are sectors, to give an extreme example, more complicated to understand than others.”
@invertirdesdecasa. Watch the exact part of the YouTube video where the stock is discussed:
View the video on YouTube.
Read more articles analyzing Satellogic (SATL) at the provided link. SATL stock.
