We scratched our collective heads over a number of “growth” darlings in these notes over the past years. But probably none of them as nutty as Palantir, which — considering we covered egregious examples like Zoom (more on this one in a second), Beyond Meat, and Peloton — is saying
Join the Intelligence Network
Institutional Research Straight to Your Inbox
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.