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Some short-sellers view Palantir as a glorified government contractor, given its heavy reliance on public sector dealflow. Cathie Wood and Ark Invest's trade activity from today 1/5. Moreover, this latest downgrade from Jefferies wasn't the bank's first bearish call on Palantir. of its combined portfolio.
BlackRock's infrastructure franchise and our private markets business more broadly benefited from the firm's global footprint, our deep network of clients and distribution relationships, and access to high-quality dealflow. I want you to think about it this way.
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