I usually like to read @lyhalfway's analysis, and it was from here that I gradually got into $Palantir Tech(PLTR.US). I've always thought that it's not difficult for smart people to see the right direction or point out the correct strategic thinking. But having strong 'strategic determination' is something very difficult or that really sets people apart, whether it's in investing, entrepreneurship, or other dimensions. Uncle Yaren has really strong determination.

Longbridge - 张尼克
张尼克

从 lyhalfway 那学到的 PLTR 思考逻辑

信息主要来自 lyhalfway 历史发过的文章和动态,我有做笔记的习惯,很多碎片化的信息放在一起,会从点变成线,从线涌现成面。所以把笔记交给 cluade,让它整理了出来。一张图总结:一、lyhalfway 的风格坚持基本面分析,不炒短线仓位集中...

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