1 - My Investment Strategy & Philosophy Private investor/trader who believes in concentrated portfolio of companies making products/ services the world cannot live without and growing despite the pandemic, politics or any other short-term disruptions. I call my approach …

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“Emergency powers” again? This time, the President is claiming authority to slap tariffs on Americans under IEEPA, a law that never even mentions tariffs. In this episode of Ask The Judge, Justice Daniel Kelly explains why taxing Americans isn’t just bad policy, it’s

In today's 5 with Fitz... The headlines are downright nasty and there’s a lot of angst creeping in around the edges lately. So let's tackle that... the only chart you need to see if you’re worried about where markets go next and 3 ways to beat angst immediately! 😀

Looking forward to a fabulous conversation with @ScottTheCowGuy at the top of the hour! $PLTR and whatever else he’d like to discuss of course Hope you can 😀💯📺

Palantir sticks it to the popcorn critics again 👏 Palantir outdid themselves. $PLTR Again. • Revenue +63% YoY • U.S. commercial revenue +121% YoY • Grew customer count to 911, +45% YoY • Achieved a Rule of 40 score of 114% • Raised full year guidance Meanwhile, $6.4B in

All-time highs for real world assets on Solana

Many people swear up, down and sideways that they’ll take action when there’s a selloff or a correction only to chicken out when the time comes. That’s normal… and totally fixable. Remember. The strong feed when the meek retreat. BE STRONG. 😀

In today's 5 with Fitz 1 - Palantir sticks it to the popcorn critics again $PLTR 2 - UBER rocks but still has a robotaxi problem $UBER 3 - But of course, Norway wealth fund to oppose Musk’s pay deal 🤦‍ $TSLA 4 - Kenvue gets a bid:

An absolutely spectacular moonset on the lake this morning… Still, cold air. Coyotes hunting on the other side. Beavers splashing and the smell of cedar light in the air. 😀 Thankful! 💯 Let’s MAKE it a fabulous day Hope you’re off to a great start, too!

Like clockwork... $PLTR

The question of which co-founder is the “technical” one and which is the “business” one is always funny to me

Bruce, our lead risk management analyst is awaiting $PLTR results 😀🐾

Excellent numbers or not, the go-fast gang is itching for a fight and I wouldn't be surprised to see a short-term after-hours pullback. $PLTR Be ready. Have a plan. Execute.

Get in before the crowd = bigger returns Control risk ahead of time = less stress Build confidence = hold strong when others panic

If you found this useful, you may enjoy the 5 with Fitz👇 Actionable, free, daily! https://t.co/5uScXkhoAf

Keith’s Investing Tip: It’s a harsh awakening for many — but PE ratios have zero predictive value whatsoever. Full stop. Don’t treat them like a crystal ball. Instead, refine your craft as an investor and/or trader. There’s plenty of money to be made in both directions — with

You can’t growth-hack your way out of a product people don’t love. Build something users rave about first, then the referrals, virality, and GTM magic start to compound. @keithpeiris, Co-Founder @lightfld 🎥 @roll_ai

Apple – P/E 50+ After iPhone? “Overhyped” Became Iconic Post-2007 iPhone launch, Apple’s P/E climbed past 50. Many cashed out early. Long-term OBA thinkers? Over 200,000% gains from 1980 IPO. Ecosystem lock-in increasingly suggests that high P/E ratios are a sign of

Netflix – P/E 500+? Streaming Was Just Warming Up Netflix traded at P/E ratios above 500 during its pivot to streaming. Critics said “no moat.” Result: 70,000%+ returns since 2002 IPO. Disruptive business models laugh at traditional P/E ceilings and often leave investors who

Nvidia – “$3T Monster” Started at P/E 400 Nvidia looked “insanely overvalued” at a P/E of ~400 pre-AI boom. Fast-forward: $4.5T+ market cap. Early believers turned skepticism into generational wealth. Dominant tech trends rewrite the rules regularly, so don’t apply outdated

Amazon – P/E 3,700+ Was “Too Expensive”… Until It Wasn’t In the late ’90s, Amazon’s P/E soared past 3,700. Wall Street called it a bubble. Investors who ignored the noise and held through the dot-com crash? Over 150,000% gains since IPO. Visionary growth tends to outrun

Tesla – P/E >1,200 Was Just the Starting Line Tesla once traded at a P/E north of 1,200 — dismissed as insane overvaluation. Yet from its 2010 IPO to peak, it delivered ~17,000% returns (split-adjusted). High P/E isn’t a stop sign — it’s a launchpad when growth accelerates.

There have been plenty of super high “value” companies that have made the investors who own ‘em millions — perhaps even billions — as they ebb and flow over time. Here are just a few, along with key Keithisms to help keep you on track 👇

There are loads of folks who are worried about stratospheric “valuations” right now. Particularly when it comes to Palantir. $PLTR Fine. Just don’t conflate what’s probable with what’s possible. 👇