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..
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?
https://open.substack.com/pub/constance710/p/the-cv-theyll-actually-read-executive?r=2pxtbo&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true