@Emotional Investor：
$Palantir Technologies Inc.(PLTR)$ Here is the problem ladies and gentleman. It's called instant gratification. As the emotional investor, this creates opportunities. Pltr is crazy expensive on all traditional metrics. And yet, is it? let's start with how you determine the value of a stock. Back in the 1940s Ben graham And David Dodd nailed it. You buy a stock when it's worth half its break up value. Simple but on point. the mentors of Warren buffet btw. But Mr buffet introduced a new concept. Value is not just tangible assets, it's about moats and brands. Less tangible assets, but assets all the same. But now there is a new asset. We are no longer in the 1940s or the 1980s. Last time I checked it's 2026. I am rooted in the concepts of
