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> Short of investing in them, you could look for companies in industries that are likely to benefit from cheaper space access. I've been investing heavily in d
by bob1029 3y ago
> Short of investing in them, you could look for companies in industries that are likely to benefit from cheaper space access.
I've been investing heavily in domestic tooling, manufacturing and construction. Screw chasing only SpaceX, wouldn't you also like to capitalize on things like our gigantic semiconductor mfg build-out?
Playing the supply chain is often times better than having direct access to the thing you want exposure to. It's just not as fun for certain elements of the monkey brain to operate one or two degrees removed.
- DennisP 3y agoThat thought occurred to me but I couldn't find an ETF or an easy way to find the right companies. How do you go about it?
- bob1029 3y agoWhat I do is browse aimlessly through RH until see a tag like "Industrials". Then, I click this and I can see a list of like 50 companies that do all things yellow-square in sim city. It's like fish in a barrel if you have patience to sort through the information and type fake contact info into investor web forms to get at presentation materials. You definitely don't need a Bloomberg terminal subscription to do this stuff.