Clearing Off The Desk -- Part 2 -- Palantir -- October 5, 2024

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Disclaimer
Brief Reminder 

• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
• Add Palantir to the list, being exuberant about all things Palantir.

Locator: 48504PALANTIR.

Time to do a deep dive into Palantir.

I started a position earlier this summer, and added to it every week or so. But it's getting crazy. 

Will have to do a deep dive this weekend.

Will start with the Austin article in The New Yorker from February, 2023, about a year and a half ago. And then wiki. That will be a nice start. Barron’s.

Ticker:

Back of the envelope, numbers rounded, estimated (disclaimer: I often make simple arithmetic errors).

This will be fascinating.

**********************************
Disclaimer
Brief Reminder 

• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
• Add Palantir to the list, being exuberant about all things Palantir.