Episode

Ryan O'Connor and Toan Tran on AST SpaceMobile $ASTS

Podcast

This Week in Intelligent Investing

Published

Jul 15, 2025

Duration seconds

6196

Processing state

not_requested

Canonical source

https://twiii.podbean.com/e/ryan-oconnor-and-toan-tran-on-ast-spacemobile-asts/

Audio

https://mcdn.podbean.com/mf/web/ejxcpk7342yha9ku/twiii-s3e39-edited.mp3

JSON

/v1/public/podcasts/this-week-in-intelligent-investing-744474/episodes/ryan-o-connor-and-toan-tran-on-ast-spacemobile-asts

Markdown

/podcast/this-week-in-intelligent-investing-744474/ryan-o-connor-and-toan-tran-on-ast-spacemobile-asts.md

Actions

• POST https://stenobird.com/v1/public/podcasts/this-week-in-intelligent-investing-744474/episodes/ryan-o-connor-and-toan-tran-on-ast-spacemobile-asts/transcription-requests
  Idempotently request low-priority transcript generation for this episode.
• GET https://stenobird.com/podcast/this-week-in-intelligent-investing-744474/ryan-o-connor-and-toan-tran-on-ast-spacemobile-asts.md
  Read the agent-friendly Markdown representation of this episode resource.

Summary

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Ryan O’Connor of Crossroads Capital and Toan Tran of 10 West Advisors to discuss the investment case for AST SpaceMobile (Nasdaq: ASTS), a satellite designer and manufacturer based in Midland, Texas.