Group 1 - Voyager Technologies, Inc. (NYSE: VOYG) is positioned to benefit from increased U.S. national security spending and the commercialization of space [1] - The company holds a 67% stake in a relevant sector that is expected to grow [1] - The investment approach focuses on understanding core economics, competitive moat, unit economics, reinvestment runway, and management quality [1] Group 2 - The analyst emphasizes the importance of long-term free cash flow generation and shareholder value creation [1] - The analysis aims to provide insights into high-quality, long-term investment opportunities [1]