Group 1 - The analyst has maintained a bullish outlook on Palantir Technologies Inc. (PLTR) since 2022, believing that its Ontology-driven decision intelligence will be foundational for future growth [1] - The investment strategy focuses on identifying high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 3-5 times the downside risk [1] - The approach leverages market inefficiencies and contrarian insights to maximize long-term compounding while ensuring strong risk management practices are in place [1] Group 2 - The investment horizon is set at 2-3 years, allowing the company to ride out market volatility and prioritize patience, discipline, and intelligent capital allocation for superior returns [1]
Why I Sold Palantir But Still Believe (NASDAQ:PLTR)