Re: DOTM puts on PLTR, NVDA, and MU

The week's question

In December 2024, in the thread "Re: BRK: Why Not XOM?", mungofitch asked the members: "As for why the purchases stopped (for a while), perhaps the recent acquisition was seen to be somewhat counter to the capital allocation plans that Mr Buffett thought had been promised?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

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Investment Strategies / Falling Knives

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I was pretty impressed by the comment earlier this year in The Economist that Palantir was arguably the most overvalued stock in history. That sort of extreme view you might get from somebody on Youtube, or Cramer, but the Economist doesn't usually opine on such things...they're pretty dry. And probably right more often than wrong, unlike for example Barrons.

Plus, of course, that is a truly amazing badge of honour for PLTR if true. Good for them.

Jim

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