《Palantir Stock (PLTR): Palantir is Cheaper than I Thought!》
说话者看好PLTR的基本面和相对增长的估值，但因缺乏对业务/技术的理解而拒绝投资。
长期以来，我一直认为 Palanteer 是估值过高公司的典型代表。但在深入研究之后，我实际上认为 Palanteer 从未像今天这样有吸引力。
I saw Palanteer as the poster child of overvalued companies for a long time. But after looking into it, I actually believe Palanteer has never been more attractive than today.
需要明确的是，这远非价值投资。去年，Palanteer 的估值倍数是以往的两倍，而增长率只有一半。现在这种情况已经完全改变了。
Well, to be clear, it's far from a value play. And last year, Palanteer traded at twice the multiple with half the growth. And that has completely shifted now.