Simple Portfolio [Update]
Few companies, strong(er) conviction.
Markets moved quite a lot from my latest Update of the Simple Portfolio (previous article).
This is the first article with a paywall.
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 support my research for you with a paid subscription. Thank you!
My current portfolio (early September):