$Palantir Technologies Inc.(PLTR)$ I see PLTR as a voting machine in the near term and more of a weighing machine over the long haul. Their multiples keep coming down each quarter despite the crazy growth. Karp's talking about 100% growth by 2027… judging by his track record, I don't think he's someone who throws that out lightly, so I actually have confidence in that target. If they can also grow 100% in 2028, then… this looks like a bargain. PLTR's PEG is around 1.12, right? That's not insane when you look at some of the Wall Street SaaS darlings with PEGs like 4-5x PLTR's, and they're growing at a tiny fraction of PLTR's pace. If we were valued at their PEG, this stock would be north of 400-500.
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