Group 1 - Palantir's stock is considered massively overvalued, with a forward price-to-sales (P/S) ratio projected at 6 for the next decade, indicating a significant premium over fair value [1] - The analysis suggests that even leading companies should not command a 60% premium over their fair value, raising concerns about Palantir's valuation [1] Group 2 - The author has a decade of experience in a Big 4 audit firm, specializing in banking, mining, and energy sectors, providing a strong foundation in finance and strategy [1] - The current role involves overseeing complex financial operations and strategy for a leading retail real estate owner and operator [1] - The investment philosophy emphasizes thorough research and a long-term perspective, focusing on value stocks while maintaining exposure to growth opportunities [1]
Palantir: Valuation Is Blind To Warning Signs