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

Page: https://stenobird.com/podcast/this-week-in-intelligent-investing-744474/ryan-o-connor-and-toan-tran-on-ast-spacemobile-asts
Text version: https://stenobird.com/podcast/this-week-in-intelligent-investing-744474/ryan-o-connor-and-toan-tran-on-ast-spacemobile-asts.md
Podcast: [This Week in Intelligent Investing](https://stenobird.com/podcast/this-week-in-intelligent-investing-744474)
Published: 2025-07-15T12:37:09+00:00
Episode link: https://twiii.podbean.com/e/ryan-oconnor-and-toan-tran-on-ast-spacemobile-asts/
Audio file: https://mcdn.podbean.com/mf/web/ejxcpk7342yha9ku/twiii-s3e39-edited.mp3
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JSON: https://stenobird.com/v1/public/podcasts/this-week-in-intelligent-investing-744474/episodes/ryan-o-connor-and-toan-tran-on-ast-spacemobile-asts
Duration seconds: 6196

## Resource

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.

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## Transcript

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