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Sean Peche’s deep dive into BizNews portfolio boomer Palantir… alarm bells aplenty

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Manage episode 451125646 series 2605825
Indhold leveret af BizNews. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BizNews eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
After identifying six flashing lights that have emerged in the past month, BizNews editor Alec Hogg is tapping into his investing “brains trust” for guidance on how to change the well performed model portfolios. The extraordinary performance of Palantir (bought for under $10, now over $60 - in a year and a half) has increased its stake in the portfolios to heavily overweight. In this interview, Ranmore’s founder Sean Peche dispenses with the narratives and takes a (very) close look at the company’s disclosed facts.
  continue reading

1336 episoder

Artwork
iconDel
 
Manage episode 451125646 series 2605825
Indhold leveret af BizNews. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BizNews eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
After identifying six flashing lights that have emerged in the past month, BizNews editor Alec Hogg is tapping into his investing “brains trust” for guidance on how to change the well performed model portfolios. The extraordinary performance of Palantir (bought for under $10, now over $60 - in a year and a half) has increased its stake in the portfolios to heavily overweight. In this interview, Ranmore’s founder Sean Peche dispenses with the narratives and takes a (very) close look at the company’s disclosed facts.
  continue reading

1336 episoder

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