I’m buying $PLTR today. It’s my only individual stock pick other than $GPS so far. All my other public market activity has been limited to buying indices.

$PLTR has experienced a nice dip following the Democratic consolidation of power last night with the Georgia senate runoffs, which feels like a good time to buy. I like the business and think that it’s the best player in a market that will grow rapidly over the next few years.

I also like the Founders Fund ethos, and can think of a worse strategy than backing whatever the Peter Thiel Mafia (second generation Paypall Mafia) are doing.