1. the business model no longer works. (does not apply)
2. there is a fundamental change in the company management. (does not apply)
3. the cost estimate for the house renovation is twice as high as assumed... (BINGO!)
Goodbye Palantir, now you've shrunk to less than 50% of your initial position.
But how glad I am that I don't have to sell my core, but was able to sell these crazy things at a still quite good price.