"Palunteer's valuation is not bad. People don't understand it. I showed you DCF yesterday. People just fundamentally don't understand Palantir. If your growth is 68%, which is what Palantir's last quarter revenue growth rate is, the true operating leverage earnings growth, it's probably over 100%. So if your earnings are growing over 100% and it's even accelerating, maybe even going to be 200%, it's not going to be that surprising when Palantir is actually trading for around 40 times earnings, which for such a big grower and good management team is actually pretty cheap."
The speaker argues that Palantir (PLTR) is undervalued given its strong revenue growth and accelerating earnings, trading at around 40x earnings despite high growth rates. This commentary suggests that the market underestimates the potential upside for a robust, high-growth company, making it an attractive long-term opportunity.
Forgotten Logic of Growth Stock Valuations: Tesla, Palantir, Duolingo, Google | Martin Shkreli
The Shkreli Pill
November 8, 2025
Company Opinion