Thoughts on PLTR as a long term hold. I know there’s been a lot of hype around it but thinking I’d get some shares when I pulls back

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Idk about trying to trade it right now but as a long term hold there’s nothing I’d be more confident in

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I am biased in favor of Thiel. I consider him to be one of the great thinkers of our time.

In terms of moat and ability to continue to innovate, it'll depend on two things.

(1) ability of senior leadership to maintain relationships with their clients that cause clients to be biased in favor of them when awarding projects

This will more difficult and unpredictable with time. The business is to contract with governments in particular for the time being. Once private sector analytics services kicks up though, that's a whole new independent segment of revenue that hasn't even begun yet.
(2) hiring practices, talent management.

Here's where I have no doubt the firm will continue to flourish. The talent acquisition strategy and prestige of the firm are second to none. This is the company that's fabeled to have caught Osama bin laden. They understand that meritocratic hiring is their life blood, but they also understand fitting people to roles most suitable to their personalities and skills equally.

When we talk about long term hold I'm looking for two things growth potential and store of value. There is no private sector analytics segment of this business yet, and therein lies the growth potential. The stewardship and founding fathers of this firm are second to none, in my opinion, and so my money is safe with them for the long haul.

I hold PLTR common shares in all the portfolios I manage for this reason, and have done so since low teens, not too long after IPO.

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Mid feb is end of lock up period. Will load up after.

Where do we find dates for lock up periods on these types of stocks? What’s the date in Feb?

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