Laorca Portfolio [Sept. Update]
Extreme fear is back. The hidden risk of Google.
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.
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My current Portfolio (late September):