SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Investing in Exponential Growth
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Paul H. Christiansen2/15/2025 2:12:33 PM
1 Recommendation

Recommended By
Tobias Ekman

   of 1072
 
Palantir – Making investment decisions if often helped by good research!

Since launching my EGS Model Portfolio in 2018 Palantir has been in and out of the Portfolio several times. Most recently – on January 27, 2023 – I added 1,000 shares at $7.22. It remained in the Portfolio throughout 2023 and most of 2024. In December of 2024 I began to hear analysts’ concerns about PLTR being too expensive, so on December 5th I removed the 1,000 share at a price of $70.11.

Much to my chagrin, the market price of PLTR continued to rise prompting me to do further research, which persuaded me to re-enter 300 shares of PLTR at a price of $81.50 – doing so without much conviction.

Just recently, I read one of the best research report I’ve ever read - Palantir: A Pivotal Quarter That Changes The Whole Outlook – authored by Type F Capital in Seeking Alpha.

That report has convinced me to keep PLTR in the EGS Model Portfolio as a core holding.

Here’s an excerpt from that report:

“The business is well positioned to capture large parts of the enterprise software market, given that the solutions are not industry-specific, making the total addressable market as large as one can imagine.”
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News