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Ralphie Barlow
@ralphiebarlow · 30 Ιουν

Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.

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BC

Frankly, I'm not looking for such shares yet, and I don't want to, because it might not turn out well.

CB

I wouldn't look for a second Palantir and would invest directly in it. I still have half a position in my portfolio and will re-buy on a bigger drop.

GP

The valuation is now extremely high again. At what price would you want to re-price?

NT

I find companies that make aerial drones extremely interesting, and recently I've been intrigued by a company $AVAV.

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