13. Palantir: Business & Valuation w/ Arny Trezzi

Link to Best Anchor Stocks, my investment research service focused on high-quality companies: www.bestanchorstocks.com

Link to Palantir Bullets, Arny's blog focused on Palantir: https://www.palantirbullets.com/

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This is a first-of-a-kind episode as it’s a deep dive into a specific company: Palantir. Palantir is known today for its hot stock, but not many people understand what the company does or why it’s accelerating its growth as it scales. This podcast aims to touch both sides of the story: the business and the valuation.

To help me I was lucky enough to be joined by Arny Trezzi, an individual investor that has done deep research on Palantir and holds it as one of its main positions. We discuss…

• The concept of asymmetry
• What the company does
• Its competitive advantages
• And valuation among other things

I hope you enjoy this episode and feel free to subscribe if you do!

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