In short: "Infrastructure in orbit — a Canadian hard-asset story hiding in plain sight," big backlog and pipeline. "I like it. I don't own it." Sold down as SpaceX became available, but he thinks it will look really interesting.
MDA Space is a Canadian space-technology company — Larson calls it "infrastructure in orbit," a hard-asset space story "hiding in plain sight" with a big order backlog and pipeline. He likes the business but is candid that he doesn't own it. The stock sold off when SpaceX became directly investable (money rotated to the bigger name), but he thinks MDA "will look really interesting" from here.
23:52Naturally, as SpaceX became available, MDA sold down. But it's up huge over the past year. What do you do with it? — It's infrastructure in orbit. It's a Canadian hard asset story hiding in plain sight. Big backlog, big pipeline. I like it. I don't own it.
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