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Talk Your Book: Turning Capex Into Cashflow

Animal Spirits Podcast

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Navigating the Palantir Puzzle

This chapter explores the investment dynamics surrounding Palantir, focusing on its valuation and free cash flow margins relative to competitors. The discussion contrasts traditional cap-weighting strategies with a momentum-driven investment approach that prioritizes underrepresented stocks. By emphasizing free cash flow, the speakers argue for better investment returns and highlight the importance of recognizing growth potential amidst evolving market conditions.

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