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While Cage Matches are Fun, Starlink vs Viasat Is Not That

A growing pie, established and leading technology, and a defense business that is worth more than the price of the stock. Rinse, repeat.

(Yes we own it –see our disclosure at CoveStreetCapital.com)

Replay of the annual meeting is here. Nobody out-dorks Dankberg.

[pdf-embedder url=”https://covestreetcapital.com/wp-content/uploads/2021/09/Viasat-Inc.-Shareholder_Analyst-Call.pdf” title=”ViaSat Share”]

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