🐬 Palantir Bullets returns free

Hello everyone,

I decided to end the paid tier of Palantir Bullets. If you have a paid subscription you will receive a refund pro-rata, which should arrive in 1-3 business days. To be clear, this is not the end of Palantir Bullets by any means.

While I wish to continue sharing my thoughts on Palantir and investing in general, I prefer to relieve myself from the pressure of having a paid tier.

First, I wish to thank you for the support you provided me this year that helped me write over 110 articles between deep analyses on topics Wall Street analysts never touched and weekly recaps. A special thanks to Emanuele Marabella, Palantir Bullets Editor, who showed me the light when things were dark and is a great friend.

Palantir Bullets was born with the idea of capturing the asymmetries between perception and reality. Last year there was a huge discrepancy between the value Palantir was unlocking and the narrative which only saw an “unprofitable consultancy company” with no hopes of becoming a profitable SaaS. One year later Palantir has become profitable and is now labeled as a “key AI software company” and the stock has more than doubled.

We were right: we proved that individual investors can “eat” the Wall Street sharks with dedication and patience.

As mentioned, I will not stop writing. Palantir Bullets’ weekly recaps will continue regularly, but I will drop research articles when I am confident I could deliver significant value.

I believe there is enough evidence at this point supporting the investment thesis in Palantir is right and we now have to watch the story progressively unfold.

What we did with Palantir could be done with many other companies and I am eager to expand the coverage of companies I share research on with you.

For this reason, I created another substack called Laorca Capital. For those of you who joined me early, you could remind that was the original name with which I started writing.

With

Laorca Capital

I plan to share insights on the dominant companies I am investing in, share investing philosophy insights and dissect myths on investing.

The goal remains the same, spotting the asymmetries between perception and reality to capture opportunities with relatively little downside and superior upside.

By gradually extending my coverage and sharing insights I believe we could all become better investors. I am looking forward to continuing this journey with you.

Feel free to reach out at arnylaorca@gmail.com

Yours,
Arny

Join me on:
Twitter: @arny_trezzi
Youtube: @Arny Investing
CommonStock: @arny_trezzi