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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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2 views
I believe traditional value investors misunderstand Palantir, focusing too much on valuation while ignoring growth, narrative, and high beta market dynamics. I see Palantir as comparable to the Magnificent 7 in growth and trading volume, even though its market cap and revenue are much lower (for now). In my view, Palantir ranks second in the Mag 7 group on growth metrics, and it's quite competitive on margins when adjusting for SBC (especially the bump in Q4 2024).
