Chamath's analysis on $Palanti

Chamath's analysis on $Palantir Technologies Inc.(PLTR)$ valuation cuts through the noise. Short-sellers fail to grasp the substitutability factor - all comparable firms like $MongoDB Inc.(MDB)$ (90 alternatives available) and $Snowflake(SNOW)$ have viable competitors. $Palantir Technologies Inc.(PLTR)$ 's uniqueness coupled with operational excellence justifies its premium multiple. The durability of cash flows here outshines peers, a conclusion anyone with basic reasoning should reach.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":500941852229984,"tweetId":"500941852229984","gmtCreate":1763309340000,"gmtModify":1763387550257,"author":{"id":10000000000010984,"idStr":"10000000000010985","authorId":10000000000010984,"authorIdStr":"10000000000010985","name":"Marico Samuel","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":53,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Chamath's analysis on <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> valuation cuts through the noise. Short-sellers fail to grasp the substitutability factor - all comparable firms like <a href=\"https://ttm.financial/S/MDB\">$MongoDB Inc.(MDB)$&nbsp;</a> (90 alternatives available) and <a href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$&nbsp;</a> have viable competitors. <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>'s uniqueness coupled with operational excellence justifies its premium multiple. The durability of cash flows here outshines peers, a conclusion anyone with basic reasoning should reach.</p></body></html>","htmlText":"<html><head></head><body><p>Chamath's analysis on <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> valuation cuts through the noise. Short-sellers fail to grasp the substitutability factor - all comparable firms like <a href=\"https://ttm.financial/S/MDB\">$MongoDB Inc.(MDB)$&nbsp;</a> (90 alternatives available) and <a href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$&nbsp;</a> have viable competitors. <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>'s uniqueness coupled with operational excellence justifies its premium multiple. The durability of cash flows here outshines peers, a conclusion anyone with basic reasoning should reach.</p></body></html>","text":"Chamath's analysis on $Palantir Technologies Inc.(PLTR)$ valuation cuts through the noise. Short-sellers fail to grasp the substitutability factor - all comparable firms like $MongoDB Inc.(MDB)$ (90 alternatives available) and $Snowflake(SNOW)$ have viable competitors. $Palantir Technologies Inc.(PLTR)$ 's uniqueness coupled with operational excellence justifies its premium multiple. The durability of cash flows here outshines peers, a conclusion anyone with basic reasoning should reach.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/500941852229984","repostId":0,"isVote":1,"tweetType":1,"viewCount":221,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SNOW","MDB","PLTR"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":431,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/500941852229984"}