Badger's 23-Year Investing Playbook + $PLTR + $AMPG (E142)

Two very different investors. One philosophy episode that might change how you think about your entire approach to the market. This week, Luke lays out his complete investing framework — 23 years, 23% CAGR, distilled into rules you can actually use — while Krzysztof makes the case for a $161M micro-cap that could be the infrastructure backbone of the AI + satellite era. Plus: is Palantir a world-changing tool or a surveillance weapon you shouldn't own?🧠 Luke's single most powerful investing rule — and why 'press no buttons' is actually a superpower most investors will never master🎯 The 3-skill hierarchy that explains why most stock pickers are working on the least important skill (and what to focus on instead)💀 Krzysztof admits he's 'a disaster right now' — but the King of the Jungle track record tells a more complicated story🤖 $AMPG: a 46-person Long Island company that might be the only American-made radio supplier for the AI + satellite revolution🚀 Why $ASTS led Krzysztof down a rabbit hole to amplifiers, NVIDIA partnerships, and a micro-cap with a massive upcoming earnings catalyst📊 $PLTR is trading at 113x free cash flow — and Luke owns it anyway. Here's the uncomfortable math behind that decision🌐 The ethical tightrope of owning Palantir: surveillance weapon or the reason COVID vaccines reached 300 million arms?🎓 Cash as an emotional hedge: why Luke runs 23% cash right now and how it rewires your psychology during drawdownsSegments:00:00:00 Pessimists Sound Smart But Optimists Make Money00:01:13 Episode Overview: Philosophy, $AMPG & $PLTR00:01:33 What Is Philosophy — And Why It Shapes Your Portfolio00:07:14 Luke's 23-Year Investing Framework Explained00:14:03 The 3 Skills of Investing (Most People Focus on the Wrong One)00:17:45 Rules That Keep Luke Emotionally Neutral: Cash, Caps & Inaction00:24:51 Drawdowns in Days Not Dollars: The Mindset Trick That Works00:35:32 Should You Buy $AMPG? Krzysztof's King of the Jungle Pick00:43:49 American-Made RF Tech: The Huawei Angle Nobody's Talking About00:48:02 $PLTR Deep Dive: Gotham, Foundry & AIP Explained Simply00:51:07 Is Palantir Dangerously Overvalued? The Bear Case in Plain English00:53:12 The Ethics of Owning Palantir — An Honest Conversation**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:wallstreetwildlife.com**********Follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypus**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:fiscal.ai/wildlife**********Monkey’s “Zen, Nietzsche, How to Live” Substack:firephilosophy.substack.com**********To use the same portfolio tracking tool as Luke, check-out:portseido.com/?fpr=lukehallard**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returnsKeywords:$PLTR, Palantir, $AMPG, AmpliTech, investing philosophy, position sizing, cash allocation, portfolio management, behavioral finance, investing psychology, growth investing, long-term investing, Kelly Criterion, $RKLB, $ASTS, NVIDIA, AIP Palantir, RF amplifiers, 5G infrastructure, AI infrastructure, micro-cap stocks, valuation, free cash flow, King of the Jungle, Wall Street Wildlife