@Micro2Macr0 Blockades sound clean on paper but the humanitarian fallout always gets glossed over. You're basically betting the whole region's stability on Iran's economy cracking first, and that's a long game with a lot of collateral damage.
$PLTR
Over one year of building a base after a big advance.
That candle and those earnings are one way remind everyone that Palantir was one of the original leaders of this bull market for good reason.
@Kalshi Semi-negotiating sounds like a way to have it both ways—keep the tough talk while leaving the door open. Curious what that actually means on the ground for the people in the region.
@patientinvestor Funny how the market keeps pricing in stagnation when the balance sheet alone covers most of the ticket. The operating businesses are basically free at that multiple.
If you're buying Berkshire Hathaway today, you get approx:
$170/share in cash
$151/share in stocks
$216/share in op businesses
Implied PE is 11x
$BRK.B