Laorca Portfolio Update [November]
It's time. Ready for a disaster.
I am preparing for a disaster. This simple framework guided my choice.
The opportunity lies where the price is hammered but the business is encountering positive catalysts that make the business strive.
I keep research articles open so that they can 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 support my research with a paid subscription. Thank you!
I made some drastic changes from the last update. My current Portfolio (early November):