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Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers Podcast

The Acquirers Podcast

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Palanteer Platform

When i take a small position, so we just talkd about neversell and long turm by and holding, when i take that first initial pos i don't believe in that i'll cut these kinds of companies. So throwout a company, palanteere, i think ulike. It has very interesting management. I think it's expanding into commercial applications with data analysis. And its using a really neat mix of human and a i and machine learning to do this data analysis. That's what i say, is my thesis. Its valuation i cannot make sense of right now. But like, i want to keep ta on it, and i want to learn more about it, and

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