Episode Details

A red hot software company is continuing to impress investors.

(00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:

- Palantir’s impressive results.

- Harvard’s “just ok” endowment returns.

- Why individuals have advantages over institutional investors.

- Stories causing them to be rationally optimistic.

Companies discussed: PLTR, ACN, CTSH, VRTX

Host: Ricky Mulvey

Guest: David Meier

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices