Hey everyone,
I spent a lot of time on this article. Palantir is a company I've been following long before it went public. Anecdotally, when I was living in DC my old office was right next to Palantir's, so I'd see some of their workers on the train sometimes.
I am extremely fascinated by what they are building, and I've often told people that this is a 20 year holding. I must say, though, their results YTD have just been ok. While I haven't lost confidence in them at all, I had to dig deep for some of the more valuable KPIs in their Q2 earnings.
I've done my best to outline why I still think Palantir could be a big winner. Please lmk what you think, though. Does this article contain too much wishful thinking?