Takeaways From My Peter Beck Interview & The Questions I didn't have time to ask!

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  • Опубликовано: 31 май 2024
  • Discussing my takeaways from the interview with Peter Beck & Adam Spice as well as the state of the channel.
    Channel Membership: / @daveginvesting
    Discord Server: / discord
    Twitter: / daveginvesting
    #rklb #rocketlab #investing
    The Success by Keys of Moon | / keysofmoon
    Music promoted by www.chosic.com/free-music/all/
    Attribution 4.0 International (CC BY 4.0)
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Комментарии • 69

  • @MitchJ
    @MitchJ 20 дней назад +14

    Thanks for the follow-up. Congratulations on doing the interview! I'm so glad we have people like you who keep retail investors like us in the know. Much better information than we could ever get from the mainstream media.

  • @dannykopp5718
    @dannykopp5718 20 дней назад +7

    Your subs will go through the roof once the thesis starts to play out and the stock starts running up. You have set an outstanding foundation for the future of the channel.

  • @jchidley
    @jchidley 20 дней назад +14

    I don't care about retail investing but I am interested in Rocket Lab. That's why I'm here. I suspect that I'm not the only one.
    EDIT: there's northing wrong with retail investing. I'm saying that I'm only interested in Rocket Lab and its products and services. There's an audience for that alone.

    • @braydeny
      @braydeny 20 дней назад

      You should consider investing 💰

    • @lukasm.3734
      @lukasm.3734 20 дней назад

      He mentioned the retail community, which, without it, this interview probably wouldn't have happened.

    • @jchidley
      @jchidley 19 дней назад

      @@braydeny I do invest - almost my entire income is from investing - but I don't invest in individual companies. I regard that kind of investing as gambling and I don't gamble.

    • @Admimistrator
      @Admimistrator 19 дней назад

      ​@@jchidley All forms of investing is a gamble. I think you mean investing in individual companies is risky.

    • @jchidley
      @jchidley 19 дней назад

      @@Admimistrator All investing is risky. It's all about risk vs reward. Investing in a small number of stocks is inherently way more risky than any kind of balanced portfolio of many stocks. I don't invest in individual stocks because I believe that that kind of risk (and volatility and costs) isn't worth the reward. Other reasonable people feel differently about those kind of trade offs.

  • @stanmarge6326
    @stanmarge6326 20 дней назад +3

    The editing was also especially nice. That little close up on the fairing question was particularly funny, well done Dave

  • @judahdatoy6134
    @judahdatoy6134 20 дней назад +9

    Long time listener, many times commenter.... Dave. That interview was awesome, great guidance, good questions.
    Im hoping that Rocket Lab will actually have a project to have a LEO Destination. And also a LEO Fuel Destination.
    Any partnership with any logistics company? Ocean vessels tracking?
    Will Rocketlab get into producing their own fuel company for their own rockets?
    Will they have a Photon RocketLab Constellation for tracking, GPS type , communication?
    Last question, are data from Classified Haste Projects Rocket Labs property? Does the Haste classified flights appear in the quarterly or annual earnings? Or will they even reveal in that years results? Are they gonna do Neutron Haste?

    • @daveginvesting
      @daveginvesting  20 дней назад +1

      Yeah they do reveal the haste revenue it's just the payload stuff that is super secret. A Leo destination would be super cool!

  • @damianowski
    @damianowski 20 дней назад +7

    It was a great interview, Dave!
    I work at RL and watched a lot of your content while preparing for job interviews last year. Keep doing the good work!

    • @MitchJ
      @MitchJ 20 дней назад +2

      Great to know we have a connection to someone who works at RKLB. We retail investors- I would venture to say that most of us are space nerds. So our support and belief in your company is genuine. We aren't just here to try and make money from the stock.

    • @daveginvesting
      @daveginvesting  20 дней назад +2

      Thanks Damian, Always cool to hear from RL employees!

    • @shaunmacredie
      @shaunmacredie 19 дней назад +1

      NZ or stateside?

  • @shaunmacredie
    @shaunmacredie 19 дней назад +3

    This interview was a inflection point for the channel Dave

  • @NicoBirkholz
    @NicoBirkholz 20 дней назад +2

    It was an awesome interview and nothing to regret. I wish everyone interviewing Peter and Adam would ask good questions like you. We would know much more about Rocket Lab. I am sure you qualified for a second interview in the future. Happy for you that you got the chance to interview both. You earned it!

  • @PNRusty
    @PNRusty 20 дней назад +3

    Don’t worry about “flooding” us, Dave! Love all the content you put out.

  • @adamking1571
    @adamking1571 20 дней назад +7

    Not gonna lie Dave, I thought you were super composed and did a nice job. Quite professional. Vince was nervous 😂 Matt was slightly excited and possibly turned on 🍆 😅

    • @daveginvesting
      @daveginvesting  20 дней назад +4

      LOL thanks Adam, not sure I needed that thought in my head about Matt though 🤣

  • @FranciscoRamirez-gb6zc
    @FranciscoRamirez-gb6zc 20 дней назад +2

    Great. I was waiting for this one after the interview. 👍🏼

  • @m-egreenisland7086
    @m-egreenisland7086 20 дней назад +2

    Great interview…it looks like a really well run company, just imagine the company in 15 years. 🚀

  • @rocketeer6713
    @rocketeer6713 20 дней назад +2

    Well done Dave!

  • @lukasm.3734
    @lukasm.3734 20 дней назад +3

    You did great Dave!

  • @saavichisays
    @saavichisays 20 дней назад +4

    Beck was polite about RTX "giving up" more like they got canned and lost the certification fought it and lost again. I feel this is massively important as investors to pay attention too...

    • @saavichisays
      @saavichisays 20 дней назад +1

      again awesome stuff, def one of the more comprehensive channels I stumbled upon a while back I do appreciate the time you spend I know it is labor some! gracias

    • @daveginvesting
      @daveginvesting  20 дней назад +1

      Game changer for sure!

  • @terrya448
    @terrya448 20 дней назад +3

    You cleaned up your office for the interview. I agree with your comments on Peter Beck. 👍🏼

    • @daveginvesting
      @daveginvesting  20 дней назад +2

      Now it's time for the Fiance to make a mess again 😅

  • @Mark_Kiwi
    @Mark_Kiwi 20 дней назад +2

    Awesome interview! thanks, Dave!

  • @TommasoGritti
    @TommasoGritti 19 дней назад

    You should be proud of the achievement, I can imagine it was very tough to start and keep up a channel and wait for traction to come, but your consistent, honest and no click bait videos clearly show you deserve every follower, well done and to the next video with PB and AS! 🎉

  • @geoffcowie8843
    @geoffcowie8843 15 дней назад

    Super congrats for gaining access. Next great questions.
    PB keeps his cards close to his chest yet is very approachable.
    Where is it going?

  • @Teddy-mj2zx
    @Teddy-mj2zx 20 дней назад +1

    New channel member here. Thanks Dave! I appreciate your take on RKLB!

  • @colinboniface194
    @colinboniface194 19 дней назад +1

    Both Peter and the Accountant are very well grounded in there respective specialties... That is what I look for in an investment in a company. I never trust the car sales pitches, or the over hyped rubbish you see from time to time. 30% of my portfolio is with RKLB... Very safe bet...

  • @ricklawler3730
    @ricklawler3730 20 дней назад +1

    Great video Dave. Awesome work.

  • @Shaydon1986
    @Shaydon1986 20 дней назад +2

    I hope one day we can look back on these videos talking about being a good buy @ $4 like some old tesla investing videos when the company was still comming together and there were a lot of people saying they would fail

  • @brentandrews5945
    @brentandrews5945 20 дней назад +1

    Great Dave 😊😊

  • @mattmagilke2433
    @mattmagilke2433 19 дней назад +2

    I was hoping you’d ask… Should I buy more Rocket Lab in the morning?

  • @JacquesTreehorn
    @JacquesTreehorn 20 дней назад +1

    Do you think there will be any satellite damage from the G5 geomagnetic storm? Perhaps RKLB will get some emergency contracts to replace some damaged birds. The storm made me realize how valuable RKLB really is. Imagine a Carrington Event or greater.

  • @Krasinski1
    @Krasinski1 18 дней назад

    When they say they're going to be launching 50% of their own payloads, it still needs customers that reach out to buy a service. They build the satellite, launch it, and get the service to them. Rocket Lab owns the satellite but provides the service. So this still needs demand, I don't think they will launch themselves satellites for no reason without knowing what service is needed. It's not going to be like StarLink where they are establishing a whole new market segment and delving into telecommunications.

  • @kurtneven6612
    @kurtneven6612 17 дней назад

    Good job Dave 👍✌️

  • @josephdallao2644
    @josephdallao2644 19 дней назад

    Well done!

  • @johnvanvark1570
    @johnvanvark1570 20 дней назад

    Would love to hear someone ask him about the replacement of the bridge over Cat Creek - 2027 completion. Not sure how RL is going to get their first stage over the existing bridge which is quite steep and has structural issues.

  • @tylerleedom
    @tylerleedom 19 дней назад +1

    I added another 1k shares

  • @Mooninvesting
    @Mooninvesting 20 дней назад +4

    After watching your interview with Peter it’s made me even more bullish!

    • @user-rn1qw1de5y
      @user-rn1qw1de5y 20 дней назад

      How can you be optimistic? Electron rockets are still not fully reused, neutron rockets are lagging behind with their first launch in the middle of next year, and competitors are at least ahead of Rocket Lab in engine hotfire tests. What is the basis for that?

    • @mattmagilke2433
      @mattmagilke2433 19 дней назад

      @@user-rn1qw1de5y Oh brother! What competitors have 47 successful launches in the bag?

  • @braydeny
    @braydeny 20 дней назад

    We are moving it

  • @braydeny
    @braydeny 20 дней назад

    Its happening bro. So happy for you

  • @GB-os5yy
    @GB-os5yy 20 дней назад

    Two things, one you need to learn to control the conversation, don't just let them ramble on. Two would you do other ceo's like Relativity, Firefly or Redwire? Other than that cool interview.

    • @daveginvesting
      @daveginvesting  20 дней назад

      I would love to interview other CEO's if I get the opportunity.

    • @deanhillsnexus
      @deanhillsnexus 20 дней назад

      @@daveginvesting Firefly would be awesome. I'm almost certain if you approach them they will be receptive.

  • @montyspearo
    @montyspearo 20 дней назад

    Cute fur baby.
    SpaceX is successful because Musk/Shotwell joint leadership. RL has similar leadership structure with Spice doing good job of running company day to day allowing Beck to focus on technology side of business. If the unthinkable happens to Beck, RL will still be in good hands.

    • @daveginvesting
      @daveginvesting  20 дней назад

      I think that is a great observation, didn't even really consider that similarity.

  • @saumyacow4435
    @saumyacow4435 20 дней назад

    The monkeys on acid (market) has been having fun all week :)

  • @joev5336
    @joev5336 19 дней назад

    Nice job Dave! Great interview and follow up videos.

  • @FranciscoRamirez-gb6zc
    @FranciscoRamirez-gb6zc 20 дней назад

    Surprised you didn’t asked him about a Neutron Heavy or the human capsule

    • @daveginvesting
      @daveginvesting  20 дней назад

      While the capsule is interesting we've heard the question asked before so I didn't think there's much new to be learned right now. Neutron Heavy didn't occur to me, do you think it will happen one day?

  • @TG-rf2iu
    @TG-rf2iu 20 дней назад

    Where’s the plant?😂

    • @daveginvesting
      @daveginvesting  20 дней назад

      Lol it went back outside now that winter is over but unfortunately it didn't make it :(

  • @v_seraphain
    @v_seraphain 20 дней назад +1

    First

    • @daveginvesting
      @daveginvesting  20 дней назад +1

      I think technically I was still first 😁