SamSuka
The Long Investor
The Long Investor

patreon


$ABNB TOP 20

I am a big fan of Airbnb because of their moat. At $57, I would consider this a strong buy.

$ABNB TOP 20

Comments

Hi, what are the timings like expected month and year for the (5) target

Rameet Singh

Thx!

Marc H

‘Palantir’s moat is that what it does can’t be replicated easily by any other company. It has no direct competition today. It’s akin to a top-secret government operative via its Gotham business. Apart from developing Palantir’s tech chops, it’s going to be very difficult for any other company to snap up contracts with agencies that include the likes of the FBI, CIA, Marine Corps and West Point. ‘

Gareth Neary

It’s Data mining and intelligence gathering.

Gareth Neary

Can you elaborate on their "moat"?

Marc H


More Creators