My Portfolio / Every company I’ve owned /
$ASTS · AST SpaceMobile
My position since Apr 2025 · 3 buys and 2 sells · still held · Space
What the pick did
1.7×
The stock in pounds, while I held it; 1.7× in dollars
S&P 500, same time1.4×
What my money did
1.3×
Pounds back (sold, still held and dividends) for every pound in, after costs
Sold · 9% of the money in3.0×
Still held · 91% of the money in1.1×
S&P 500, same buys and sells1.2×
Every decision
- 22 July 2026Bought
Went deep in 7 hour podcast, concluding that I want to own more ASTS. Much of the technical risk now passed, the business model is superior to competitors, regulators are likely to be on their side (ref anti-Musk)
- 23 December 2025Sold
Trimming position ahead of Block 2 launch in late December (possibly tonight)
- 19 December 2025Sold
Trimming position ahead of Block 2 launch in late December (possibly this weekend)
- 9 May 2025Bought
No note
- 24 April 2025Bought
Block 2 about to launch, well capitalised, contracts with many MNOs
On the podcast and in writing
- EpisodeSpaceX Caused $ASTS To Fall 16% Intraday. Did The Market Get It Wrong? (E154)
- EpisodeTop 20 Stocks Are Now Over 50% of the S&P 500. Should You Be Worried? + $CRWD $NU $CIFR $ASTS (E153)
- EpisodeAST Space Mobile $ASTS Deep Dive (E143)
- EpisodeWhat Four Expert Investors Own Right Now $NVDA $AXON $CRWD $ASTS $RKLB $VOO (E134)
- EpisodeE67: Doge, Politics, the Space Race, and the Future of Meat $ASTS $SpaceX
- EpisodeE51: Are Small Caps Set to Outperform? $GAW $ASTS $RLAY $CHRS
In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.