A difficult holding. Stock slide due to competition and initial investors getting out. Well run. He's stuck with Palantir. He's waiting for a recovery. His reluctance is more about the price action.
Stock price when the opinion was issued
The market is mis-pricing AI opportunities. Predictive diagnostics is the big opportunity in this field. Wait for clear leaders to be selected.
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JC Clark Investments Ltd.
5i Research
CNBC
Avenue Investment Management
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A difficult holding. Stock slide due to competition and initial investors getting out. Well run. He's stuck with Palantir. He's waiting for a recovery. His reluctance is more about the price action.