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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Exited position as it left the benchmark; historically viewed as controversial due to excessive valuation.
— Brian Angerame, Jeffrey Bailin, Aram Green, Matthew Lilling
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Other investors who've written on Palantir Technologies Inc.
Palantir Technologies ($PLTR) develops enterprise and defense software platforms that enable complex data integration, operational analysis, and artificial intelligence deployment. The manager established...
Palantir Technologies reported a strong Q2 2026 with revenues soaring to $1.9 billion, nearly double from the prior year. Despite this growth,...
Palantir Technologies Inc. reported strong Q2 2026 results, significantly beating revenue and earnings estimates. The company demonstrated...