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Excellent Book, but made me exit my position in Palantir

Review from The Philosopher in the Valley →

Excellent book. However, it left me terrified for my stock position in Palantir. Palantir has been the largest position in my portfolio for over a year. After listening to Karp’s petulant, unhinged interviews following Michael Burry’s short position and finishing this book at the same time, I have concluded that Karp, while unquestionably brilliant, is..

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Pretty Good

Review from The Philosopher in the Valley →

Gives a good sense of the company’s history while painting a compelling story. Author was slightly too negative towards the political right and could have defended Palantir and Karp more but the author goal was not to tell the reader what to think(in my estimation). The author does an excellent job balancing the inside view(..

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