1. $Coinbase Global, Inc.(COIN)$
Absolutely crazy Coinbase is up 375% since I wrote the Coinbase Spotlight and added it to the Asymmetric Portfolio.
3 stocks are now up 2x or more in the portfolio with a couple of others getting close.
2. $Palantir Technologies Inc.(PLTR)$
Palantir PLTR is trading for 49x sales and I'm worried my stock jumping 20% to a 3.5x P/S multiple is overvalued?
This is why "NOT SELLING" is a framework of Asymmetric Investing.
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