3 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
Long-form equity research memos on small and mid-cap space, semiconductor, hardware and defense technology stocks, built from primary filings, federal award records and orbital data. Each piece includes valuation context, bull and bear cases, and dated tripwires to watch.
A newsletter by a former US Marine and a Ukrainian Marine analyzing the Russian-Ukrainian war, including Russian military organization, drone and unmanned systems development, and battlefield trends. Readers get detailed order-of-battle and structural analysis alongside periodic battlefield updates and podcast appearances.
A space-industry newsletter covering launch news, company leadership changes and satellite constellations, with short news-style write-ups and some mission details. Readers get concise updates on rocket launches and aerospace business moves.
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