Concerns Over CEO and Valuation Risks

3 months ago

"Now, I will say this, their CEO, Alex Karp, gives me the heeie-jeebies. That guy bothers me to no end. I\u0027m not going to lie when I say he alone would be a reason I wouldn\u0027t buy Palunteer and yes I do think it\u0027s important to understand that I think the guy is absolutely whackadoo and I think there\u0027s some questionable accounting things they\u0027re doing behind the scenes but the good news is their free cash flow is always higher than their net income which is hard thing to fabricate right now."

The speaker voices strong concerns about Palantir\u0027s management, particularly criticizing CEO Alex Karp as unpredictable and highlighting potential accounting issues. This commentary serves as a cautionary note about the company\u0027s valuation and management risks, even though certain strong fundamentals, like robust free cash flow, are acknowledged.

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