ResearchPLTR
PLTR: Downside underpriced
Generalist: PLTR over 21 days — demo research by @marcus_webb.
Marcus Webb on PLTR.
Former PM at a long-only fund. I publish a few high-conviction calls per quarter and let the tape grade them.
Thesis: short over 21 days. Entry locked at publication. Risk: macro shock overwhelms the single-name view.
[Demo seed content — not investment advice.]