Substack · Growth Curve Investing · Austin Lieberman
Planet Labs (PL) Deep Dive
The Next Rocket Lab?
Since publication RKLB −18.1% α −16.4 pp vs S&P 500 · USD
US · 5 entries · 5 publications
RKLB
Rocket Lab
- Entries
- 5
- Bullish
- 0
- Bearish
- 1
- First
- Feb 25, 2025
- Latest
- Oct 11, 2026
More bearish than bullish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on RKLB 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 · Jota Investor
El futuro pasa por salir del planeta.
Rocket Lab: 2.356M en pedidos, un CEO que cobra 1 dólar y una compra de 8.000M sin cerrar
Since publication −23.6% α −23.8 pp vs S&P 500 · USD
- July 2026 1 entry
Substack · Big Game
LA SALA VAR [VALORACIÓN DE ACTIVOS RIVALES]: EL DERBI ESPACIAL ($ASTS vs. $RKLB vs. $SPCX)
Caballeros del espacio.
Since publication RKLB −29.9% α −32.0 pp vs S&P 500 · USD
- June 2026 1 entry
Substack · Lorenzo2cents · Lorenzo Bastianelli
RocketLab: is future growth already priced in?
$RKLB Q1 2026 ER Update
Since publication −50.7% α −52.4 pp vs S&P 500 · USD
- February 2025 1 entry
Short reports · Bleecker Street Research
Rocket Lab (RKLB): We Think It’s Gonna Be a Long, Long Time
Since publication −165.4% α −136.5 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.