Skans » 9 minutes ago » wrote: ↑
That's the kind of thing you have on Palantir that I don't - you've been following this company, studying it for quite some time. I only recently learned about this company, maybe a year ago. So, I pretty much stick to looking at its fundamentals. I don't really know its products as someone would who has been following this company for years. Because the fundamentals are too far out from my investment model, and because I don't really know what this company will be capable of, I simply cross it off my list of companies to consider.
I tend to be rather mechanical that way - it keeps me from wondering off the reservation and possibly into hidden quicksand. It also means that I may miss out on the next Amazon.
I will not argue with what works, and whatever works for you is all that counts