Palantir: Painful Lessons Learned (Upgrade)

Core Viewpoint - Palantir Technologies Inc. (PLTR) is perceived as overvalued based on DCF models and multiples [1] Group 1: Company Background - The analyst has a decade of experience at a Big 4 audit firm, specializing in banking, mining, and energy sectors [1] - Currently serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] - Has been an active investor in the U.S. stock market for 13 years, focusing on a balanced approach with an emphasis on value stocks while maintaining exposure to growth opportunities [1] Group 2: Investment Philosophy - The investment philosophy is rooted in thorough research and a long-term perspective, aiding in navigating various market cycles successfully [1] - Aims to uncover promising under-the-radar stocks that may not yet be recognized by the broader market [1] - The combination of auditing and finance background with hands-on investing experience provides unique insights and actionable ideas for investors [1]