
Investor Stories 458: Anti Portfolio Lessons: Netflix by Mail, Palantir at the Wrong Price, and the Cost of Price Sensitivity (Madera, Bussgang, Orlovski)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Palantir hesitation: price over services
Paul clarifies his Palantir pass was driven mainly by valuation, not services or government focus.
Play episode from 02:40
Transcript


