Substack · Growth Curve Investing · Austin Lieberman
Planet Labs (PL) Deep Dive
The Next Rocket Lab?
Since publication PL −13.8% α −12.1 pp vs S&P 500 · USD
US · 2 entries · 2 publications
PL
Planet Labs PBC
- Entries
- 2
- Bullish
- 0
- Bearish
- 0
- First
- Oct 2, 2026
- Latest
- Oct 11, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on PL at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- October 2026 2 entries
Substack · Shawarma Capital
$PL: The Quarter That Borrowed From Next Year
Planet Labs just printed the best quarter in its history and added about $25 million of net new contract value doing it. Who actually pays for the satellites, what is actually in orbit, and what Wall Street's FY28…
Since publication −21.4% α −20.8 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.