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Technology Stocks : Investing in Exponential Growth
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From: Paul H. Christiansen2/15/2025 2:12:33 PM
1 Recommendation

Recommended By
Tobias Ekman

   of 1074
 
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.”
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