All the PLTR FDEs have the same problem.
They leave to start their own companies - and have millions in PLTR stock.
All of the insiders knew the company was seriously undervalued, but now…
With a forward P/E north of 200, it’s time to take some chips off the table - without triggering massive capital gains.
Here’s how we’re diversifying a $20M PLTR position tax-free:
- Open long/short extensions around the position
- Extensions realize capital losses and defer gains
- Use losses to reduce the PLTR position tax-neutrally
You can choose to keep some of it, none of it, or all of it.
For those that want to keep holding the position, we’ve been:
- Selling covered calls
- Creating deductions to offset the taxes on the premiums (making it tax-free)
- Or simply borrowing against the position via box spread at a <4% rate