$Palantir

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带头老大哥
2020-12-09

$Palantir Technologies Inc.(PLTR)$有人說這票高估了，上市以來沒有任何基本面變化就上漲200%。老大哥的觀點是：1. 如果是IPO, 定價請參照SNOW，上市直接估值500億到位。2. 這票由於有政府合同，一直很神祕，大家對如何估值這樣的票都沒有經驗，即使是現在，哪個分析師能講清楚用什麼模型來估值？ 3. CEO Karp是個很有個性（古怪）的人，據說上市前有人要入股，他直接拒絕說你們可以等上市再來買? 結論：大多數人都低估了這票，現在只是剛剛恢復估值，到了20-30，估值500億也只是第一步?

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逃离A股啊哈
·2020-12-09
买了明年6月的期权，希望三倍[贱笑]
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- 耗子味汁:
  我看没有六月的啊
  2020-12-09
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借虎美股
·2020-12-10
的确是高估了啊...不然呢...该做空就做空...
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一路彩虹1949
·2020-12-09
就是古怪，才会没法上车，开车后，还要说车故障，必须退回来接他
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叶国维
·2020-12-24
跟我想的一样～～～
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一路彩虹1949
·2020-12-09
Karp是的哲学家，呵呵，我坚持做多
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华尔街吸血鬼
·2020-12-09
好
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夜流沙
·2020-12-09
有点意思
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我也好想成为最出色的人
·2020-12-09
关注
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弱水三千丈
·2020-12-09
[得意]
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在那遥远的地方2021
·2020-12-09
[微笑]
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