The Acquirers PodcastPublished 2026-09-02
“Patience Is the Ultimate Edge in Investing | Matt Sweeney”
$NNXNo side taken
NextNav requires more patience due to FCC delays, but spectrum value is rising amid growing demand for low-band connectivity.
Nexnav is a company that owns um wireless spectrum in the lower 900 band. And historically they have not really been able to do much with that spectrum because it is licensed by the FCC very specifically for location and monitoring services effectively.
I mean we could think about that in layman's terms as for you know GPS equivalents and their main product is a backup to the GPS system um in the United States.