Smart Money ≠ High Returns
Update: 2024-11-05
Description
A red hot software company is continuing to impress investors.
(00:21 ) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:
- Palantir’s impressive results.
- Harvard’s “just ok” endowment returns.
- Why individuals have advantages over institutional investors.
- Stories causing them to be rationally optimistic.
Companies discussed: PLTR, ACN, CTSH, VRTX
Host: Ricky Mulvey
Guest: David Meier
Producer: Mary Long
Engineer: Rick Engdahl
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