WalterD
09-15

$Rocket Lab USA, Inc.(RKLB)$ It is a bit odd to see a company with such consistently positive news have its stock price drift lower for this long. A lot of investors do not seem to care about the company itself, just whatever short-term reaction is happening. Even appealing the NASA contract award, which I view as a strong and positive move, gets treated as a reason for the share price to fall. None of this makes much sense. With other longs, I still see real value in a great company with almost nothing but positive news, and I intend to hold into next year and beyond. I am happy to have a good number of shares here and plan to keep them. Peter Beck clearly has plans he has not announced yet, and anyone paying attention can get a sense of where things are heading. I have a lot of confidence that there is meaningful upside here over time. While waiting, I stay interested in what Rocket Lab keeps doing. For anyone less familiar with the company, it is worth learning more before making any decisions. Read the book and watch a number of Beck's interviews.

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