Affirm Holdings, Inc. Class A Common Stock

Asana, Inc. Class A Common Stock

GitLab Inc. Class A Common Stock

Samsara Inc.

Nu Holdings Ltd.

Palantir Technologies Inc. Class A Common Stock

Roblox Corporation

Warby Parker Inc.

Going Long and Longer on some of my high conviction names!

$IOT $PLTR $RBLX $GTLB $ASAN $NU $RBLX $WRBY $AFRM

Ask me any questions!

Let me preface this by saying I'm also a $PLTR shareholder and am quite bullish.

After ARK sold out of their position, Brett Winton (research director) mentioned a competitor in the private sector as a key concern. It looks like that competitor may have been a company called Data Walk. Who specifically states they have "Far lower costs than products such as Palantir Gotham" right on their homepage: [https://datawalk.com/](https://datawalk.com/)

One of the reasons for my high conviction in the company has been there (apparent) lack of competition. Does this impact your thesis at all, or do you think the emergence of competitors was inevitable considering the data-driven world we're shifting into?

Mark Paddey

Buy Buy Buy!

This member is verified by the Commonstock team based on their contributions to the Commonstock community. 

Verified Member

Modern Growth Investing