Shorting Palantir: valuation matters
Feb 5, 2025 ·
30m 45s
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Description
According to https://seekingalpha.com/author/julian-lin?source=ie_podcast:shorting_palantir, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir https://seekingalpha.com/news/4402385-palantir-projects-31-percent-revenue-growth-for-2025-amid-accelerating-ai-adoption?source=ie_podcast:shorting_palantir this week, but valuation matters (7:15). Analyzing Palantir's stock-based...
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According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00).
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Show Notes:
Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations
Julian Lin On Palantir, Google, Meta And Apple
Reddit: Julian Lin's Top Conviction Idea
Palantir Q4: Nvidia Moment Is Here, But Something's Not Right
Read our transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
show less
Subscribe to Julian's Best of Breed Growth Stocks
Show Notes:
Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations
Julian Lin On Palantir, Google, Meta And Apple
Reddit: Julian Lin's Top Conviction Idea
Palantir Q4: Nvidia Moment Is Here, But Something's Not Right
Read our transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Website | seekingalpha.com |
| Tags |
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