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 drawdowns

Segments: 00:00:00 Pessimists Sound Smart But Optimists Make Money 00:01:13 Episode Overview: Philosophy, $AMPG & $PLTR 00:01:33 What Is Philosophy — And Why It Shapes Your Portfolio 00:07:14 Luke's 23-Year Investing Framework Explained 00:14:03 The 3 Skills of Investing (Most People Focus on the Wrong One) 00:17:45 Rules That Keep Luke Emotionally Neutral: Cash, Caps & Inaction 00:24:51 Drawdowns in Days Not Dollars: The Mindset Trick That Works 00:35:32 Should You Buy $AMPG? Krzysztof's King of the Jungle Pick 00:43:49 American-Made RF Tech: The Huawei Angle Nobody's Talking About 00:48:02 $PLTR Deep Dive: Gotham, Foundry & AIP Explained Simply 00:51:07 Is Palantir Dangerously Overvalued? The Bear Case in Plain English 00:53:12 The Ethics of Owning Palantir — An Honest Conversation

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