Nice but I would add the following story:I hold Amazon since 2011 to 2013 when every,every value investor in the world was saying it was overvalued and it was loosing money and on dcf value was nothing for they thin margin.I sold it for a small profit.what is more difficult is to close the door and not listen to rational analysis,not easy in an industry built on opinion.Today I see the same on Palantir where every value investor says is overvalued.Same stories,different time..
When you have a winner takes all the market anticipate eveything and id you run the anticipatipn you really male a lot of money.Of course it is not easy and not rational on numbers but if you think it Tesla became bigger before making real money,same story from Palantir.Maybe too late too ride so
far buy the surf can still be longer pn my opinion.
hey, I am a value investor. I think that if you are investing in long term growth you must ignore value investors. Adopt a different mindset and focus on price to sales.
Nice but I would add the following story:I hold Amazon since 2011 to 2013 when every,every value investor in the world was saying it was overvalued and it was loosing money and on dcf value was nothing for they thin margin.I sold it for a small profit.what is more difficult is to close the door and not listen to rational analysis,not easy in an industry built on opinion.Today I see the same on Palantir where every value investor says is overvalued.Same stories,different time..
Interesting, Albert. Thanks for sharing! Do you think the long term potential for Palantir justifies its current valuation?
When you have a winner takes all the market anticipate eveything and id you run the anticipatipn you really male a lot of money.Of course it is not easy and not rational on numbers but if you think it Tesla became bigger before making real money,same story from Palantir.Maybe too late too ride so
far buy the surf can still be longer pn my opinion.
hey, I am a value investor. I think that if you are investing in long term growth you must ignore value investors. Adopt a different mindset and focus on price to sales.
https://open.substack.com/pub/constance710/p/the-cv-theyll-actually-read-executive?r=2pxtbo&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true