(This letter was published for subscribers of Best ... I am doubtful that I will walk back my caution as soon as I did in 2024. Palantir (PLTR) trades at over 60x sales and looks expensive even ...

Headwaters Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned -6.6% (gross) and -6.8 ...