Laorca Portfolio [Sept. Update]

Extreme fear is back. The hidden risk of Google.

Arny Trezzi

and

Emanuele Marabella

Sep 26, 2022

∙ Paid

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Editor: @Emanuele20x

Extreme fear is back. Time to act, but not too much.

In this update: Portfolio changes; the hidden risk of Google.

I pursue to keep research articles completely open so that they could give value to the highest number of people interested in Palantir and stimulate conversations around it.

These Portfolio updates are meant to share the reasoning behind what I am doing, track my decisions, and improve by doing.

You could have full access to the article and support my research with a paid subscription if this brings you any value. Thank you!

My current Portfolio (late September):

Palantir Bullets

Laorca Portfolio [Sept. Update]

Extreme fear is back. The hidden risk of Google.

This post is for paid subscribers