Potential Investments

A library of company pages, key sources, and interactive valuation models. Methodology.

Click a company card to open details (sources, thesis, and valuation model).
Rate each company with a conviction score (0–100).
Community average is the mean of all submitted scores.
Ranking updates automatically hourly.
#1
AST SpaceMobile
Satellite broadband direct to ordinary smartphones via carrier partners.
0 votes
Not rated
#2
Kraken Robotics Inc.
Subsea sensors and power for autonomous undersea missions.
0 votes
Not rated
#3
Ondas Holdings Inc.
Defense autonomy and mission critical private wireless, spanning OAS and Ondas Networks.
0 votes
Not rated
#4
Planet Labs PBC
Earth imaging subscriptions and geospatial insights at global scale.
0 votes
Not rated
#5
POET Technologies Inc.
Chip-scale optical engines and light sources for AI data center connectivity.
0 votes
Not rated
#6
Rocket Lab
A vertically integrated space company scaling Electron and building Neutron + spacecraft systems.
0 votes
Not rated