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Another day, another podcast on Viasat

In case people were not 100% sure about what we think of Viasat (Ticker: VSAT) as a potential investment, Eugene and I had another opportunity to talk about the company on a podcast. This time the host was Trey Lockerbie, the guy who we spoke to at length about our investment in Lumen Technologies (Ticker: LUMN) last year. The Investor’s Podcast is a great platform and we are lucky that they decided to have us back for yet another round of discussing the underappreciated securities in our portfolio.

In this conversation, we covered a lot of topics, including:

  • Why Viasat and Starlink can both be successful in the rural broadband market
  • The massive size of the total addressable market for satellite broadband
  • Why VSAT is a great ESG stock
  • When Viasat is going to generate consistent free cash flow
  • What would convince us to sell the stock

If you want to develop an even more nuanced understanding of both the threats and opportunities associated with Viasat, watch the podcast below or the original on YouTube.

 

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