Investors on how they analyze company management (thread):
Thomas Russo
David Winters
Mohnish Pabrai
Bruce Berkowitz
Mason Hawkins
Julian Robertson
Preston Athey
Li Lu
Lee Ainslie
Eric Rosenfeld
Wally Weitz
Bill Ackman

• • •

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More from @breadcrumbsre

19 Sep
Thread on Palantir $PLTR
Investors met Palantir's S-1 with scepticism. It's really hard to be excited when a 17 y/o company has such financials:
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Based on my chart, 33% ebitda margin is somewhere between 15% and 16% take rate
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