EP.45 Palantir ($PLTR): Is the Leading Growth Rate Sustainable? With Gil Luria, Head of Technology Research at D. A. Davidson
Gil Luria and I dig into the bull case after another blockbuster quarter with 93% YoY growth. The reason Palantir wins is their head start on building an enterprise-wide ontology, unconventional usage of forward-deployed engineers in their SaaS model, and customer-aligned, outcome-based pricing. We debate $PLTR’s valuation, future growth trajectory, and AI-driven software budget crowd-out.
“Retail investors figured it out first, bid it up all the way to $200. Institutional investors were always caught a step behind, including most of the sell side.”
“The bull case is that the stocks’…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.