Space is becoming an economy.We own the companies building it.
Ten conviction holdings from 50+ tracked. Every Add, Trim, and Exit called as we make it.
Everyone watches the rockets. We track who turns orbit into revenue.
projected size of the space economy by 2035
fall in launch cost per kilogram over the past decade
satellites now launched into orbit every year, and rising
“Most investors are watching the rocket launches. We are watching the order books of the companies that build the satellites, the ground stations, and the sensors. That is where the contracted revenue sits, and that is where we have positioned the portfolio.”
50+ names in. Ten survive the screen.
Concentrated and disciplined by design: every name in the sector gets tracked, and very few clear every gate to earn a place in the portfolio you replicate.
A selection of our filters. The full screen runs deeper.
Everything you need to run the portfolio yourself.
The picks, the calls, and what's coming next.
Institutional-grade research, at a newsletter price.
of analyst research behind
every weekly issue
what a comparable sector
research seat costs a year
a week - roughly the price
of a single coffee
Research you can act on.
"Space is full of hype. This is the first product that separates the real revenue from the story stocks."
J. Whitfield · Wealth adviser, London"The catalyst calendar is what sets it apart - I know exactly which earnings could move my holdings."
A. Reyes · Portfolio manager, NYC"Two of my best positions this year came straight from the watchlist. Both up strongly."
E. Lindqvist · Family office, Geneva"The Oxford Stance column is exactly what I wanted from every analyst I have ever paid. A clear view, not a hedge."
K. Nakamura · Quant analyst, Tokyo"I have followed space stocks since the early SpaceX days. This briefing surfaces things I was not tracking. Worth every cent."
E. Feldt · Portfolio manager, StockholmOwn the companies turning orbit into revenue.
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Questions investors ask us.
Isn't space still mostly hype and losses?
Parts of it are - which is exactly why this exists. We separate the companies booking real, contracted revenue from launch, satellites and orbital data from the story stocks running on narrative.
When a name is priced on hope rather than fundamentals, we call an Exit.
Do I need to be an expert to follow it?
No. Each week you get a clear Add / Hold / Trim / Exit on every name, the thesis in plain English, and the catalysts to watch.
You place the trades in your own broker and copy the portfolio in minutes.
Do you use AI to produce this?
Yes, but only where it adds value. We use AI to synthesise large volumes of filings, contracts and market data and surface patterns faster.
Every score, stance and thesis is made and checked by our human analysts - AI assists, it never decides.
Do you touch my money?
Never. This is research, not management.
Your assets stay in your own brokerage account, in your name - you decide what to act on and stay in full control.
What could go wrong?
Space is an execution business: a launch failure, a delayed manifest or a missed satellite deployment can move these stocks sharply in a single session, and the sector's universe is younger and more volatile than most - several names are recent IPOs or SPAC listings still proving out their business model.
Ten holdings in one theme is concentrated by design. A sector-wide setback hits this whole portfolio at once - it is not a substitute for a diversified core, and a weekly cadence means you will sometimes hold a name through a rough stretch before an Exit call goes out.
There is no guarantee any of this repeats. Past performance and backtests don’t guarantee future results, and nothing here is personal investment advice - you decide what to buy and sell in your own account.
Can I cancel anytime?
Yes. It's a rolling subscription with no lock-in and no notice period.
Cancel in one click via your Stripe customer portal and keep access through the end of the billing period.