Why Palantir's moat continues to grow (Nasdaq: UlfTR)

Hello, I'm Yiannis. Recognizing the winners before they break out is what I do best. Training: Chartered Certified Accountant, member of ACCA Global, with BSC and MSC degrees of British Business Schools. Investment style: Recognize high potential winners before you break out and focus on asymmetrical possibilities (with at least the upward potential of 2-3x, the downward risk predominates). By using market efficiency and contrary insights, we try to maximize long -term compounding and at the same time protect against capital participations. Risk management is of the utmost importance. We are looking for a strong safety range to protect against investment of capital and at the same time maximize long -term compounding. Our 4-5-year-old investment horizon enables us to achieve volatility and ensure that patience, discipline and intelligent capital assignment drive oversized returns over time. • Smart Capital Allocation and Insider ownership. • Consistent sales growth and credible instructions. 2️⃣ Market disorder and competitive position • Strong technology trenches and First-Mover advantage. • Network effects that drive exponential growth. • Market penetration in growth -strong industries. 3️⃣ Financial health and risk management • Sustainable sales growth with efficient cash flow. • Strong balance sheet and long -term survival road. • Avoid excessive dilution and financial weakness. 4️⃣ Evaluation and asymmetrical risk/reward • Sales in comparison to peers and DCF modeling. • Analysis of institutional support and market feelings. • Ensuring the downward protection with a massive upward trend. 5️⃣ Portfolio construction and risk control • Core positions (50-70%)-stable pieces with high trust. • Growth bets (20-40%)-opportunities with high risk and high appear. • speculative (5-10%)-moon bulge disruptors with massive potential.