The analyst highlights asymmetric investing, focusing on undervalued companies with significant upside. For Palantir, the analyst states a previous investment at $6 per share generated a 24x return, because of organizational structure, leadership, long term thinking, discipline and contrarian positions. He also mentions AMD and Lisa Su, pointing to her cultural and organizational rebuilding as a sign of asymmetric potential, noting those with qualitative intangible traits. A critical metric is "free cash flow per share". Investors should focus on what most would consider noise. By focusing on these qualitative metrics before financials reflect, investors are able to anticipate the numbers and create the best chances of profit.