The Feed / PLTR / #013522
SELL · PLTR

Sell PLTR by Dec 28, 2026.

S
SelenaMeyers2024reddit
via r/ValueInvesting
· Published Sep 29, 2026 00:08 · Valid until Dec 28, 2026 · ACTIVE
Entry
$186.97
Now
$198.78 +6.3%
Target
—
Score
—
Today was a rough day, in fact I won't lie since July 4th it's been rough all summer. But fico dumping today (I don't own it) sent me down a rabbit hole where I discovered "legendary" investor Dev Kantesaria, head of valley forge capital mgmt. It's been far far rougher for him this year. See FICO is 25 percent of his portfolio, and Intuit another 2ish, along with spgi MCO ma v. Depending on when he acquired them, they may …
— ORIGINAL POST · Yes value investing still matters: valley forge capital mgmt case study · r/ValueInvesting · Sep 29, 2026