Group 1 - The performance of Palantir (NASDAQ: PLTR) shares is justified despite concerns over its valuation, which may not accurately reflect the medium-term return potential of a hypergrowth company [1] - The article emphasizes that the constant reference to Palantir's supposedly expensive valuation is not a useful approach for evaluating its growth prospects [1] Group 2 - The author identifies as a long-term oriented investor with a legal background and expresses a personal opinion on investments, specifically mentioning a beneficial long position in Palantir shares [2] - The article is presented as a personal opinion and does not constitute professional investment advice, highlighting the importance of conducting due diligence [2] - There is a disclosure that the author is not receiving compensation for the article, indicating an independent perspective on the investment [2]
Palantir: Don't Fool Yourself, The Euphoria Is Justified