Jon Quast

speaker

8,012 appearances 79 recordings 2 series first heard Oct 2025 last heard 10 Sep

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 79 in all, peaking in Aug 2026 with 10.

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Motley Fool Hidden Gems Investing · Rocket Lab Shakes Up Satellite Communications · 29 Jun 2026 podcast

And this company here, NBC Universal, just has to stand alone and compete. voice-verified

Does this company actually have what it takes to survive the streaming wars independently? voice-verified

Or is it going to shake up the industry in some way, Rachel? voice-verified

So it looks like NBCUniversal is either going to need to learn to compete on its own or it may be an attractive takeover target. voice-verified

Either way, we'll be watching. voice-verified

But speaking of attractive takeover targets, we've got a big one to talk about in the space race after the break. voice-verified

You're listening to Motley Fool Hidden Gems Investing. voice-verified

Welcome back to Motley Fool Hidden Gems Investing. voice-verified

So let's move here from the spinoffs to acquisitions. voice-verified

And Rocket Lab announcing this morning it's acquiring Iridium for $8 billion. voice-verified

This was a surprising move for me this morning. voice-verified

Iridium is a satellite communications company, not unlike Starlink from SpaceX. voice-verified

And I think that investors tend to view Rocket Lab as kind of SpaceX's little brother. voice-verified

The company is prone to doing big acquisitions, but this is a different level of big acquisition. voice-verified

This is not baby brother level acquisition at $8 billion. voice-verified

Does this move signal something more aggressive to become a true Pepsi to SpaceX's Coke, Rachel? voice-verified

So Matt, what is Rocket Lab exactly getting here? voice-verified

Well, I can't help but think that maybe Rocket Lab is overpaying here because at an $8 billion price tag, I mean, you look, that's about nine times sales for Iridium. voice-verified

And Iridium's growing at just a single digit rate. voice-verified

So I don't know. voice-verified

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