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Lou Whiteman

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
3840 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

And we had Sir Peter Beck from Rocket Lab on not too long ago, and he described the raging cauldron, I think he said, inside of him between the engineer and the entrepreneur.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

And we have to push forward, but it has to go at the timetable it has to go at.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

I think it's a great thing for even the most excited investor to understand.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

Yes, the potential is real.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

Yes, this is real.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

But it's literally rocket science, guys.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

And we all knew from high school that these things do take time and patience.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

It doesn't get there overnight.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

So we didn't really talk about competition because in a way competition is everywhere.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

And that's like the nice thing about a diversified portfolio is you compete with everyone, right?

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

But you also partner with them.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

If a trillion dollar competitor or if one of the big primes tried to copy Redwire tomorrow, if they said we should do this, why would they fail or where would they fail first?

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

That's a setup, but I'm really curious to hear the answer.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

Yeah, I like that answer.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

I think to me, from what I look at the defense side, they don't necessarily want to invest in that.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

And I think the commercial side will figure that out in time, which is a poorer way of saying what you said.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

Okay, let's close out.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

We don't have to play the game where if SpaceX, what they're talking about, the IPO, just apply that valuation to Redwire.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

We won't do that here.

Motley Fool Hidden Gems Investing
Interview with Redwire CEO Peter Cannito

There's no need.