The Momentum Trade Stalls 2/20/25

Scott Wapner and the Investment Committee debate the Palantir plunge and what this means for the other momentum names. Plus, the desk debate the latest Calls of the Day on multiple names they own. And later, the committee detail their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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This episode was published on February 20, 2025.

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