EP.45 Palantir ($PLTR): Is the Leading Growth Rate Sustainable? With Gil Luria, Head of Technology Research at D. A. Davidson

About this episode

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’ valuation is now, 50x forward cash flow, not $200, 2% yield, and they're growing 90%, 93% up from 85% last…