TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley

You're listening to TIP. Welcome back to the Investors Podcast, episode eight hundred and forty one. And the last time the two of us talked, we discussed our biggest winners and our biggest losers. Out of all the companies that we pitched in the last one and a half years and I thought that was a lot of fun. It was a nice change of pace, but

Today we're getting back to what we do best, and that's flipping over more rocks, looking for opportunities and You've got a stock pick today that listeners will Probably have very mixed opinions about and there's Others who have heard a lot about it, but I'm guessing really are gonna be excited to better understand what the business is all about. It is a divisive company, I would say, but also a very popular company, especially in the investment circles and

I know you and Kaya looked at SpaceX not too long ago and surprise, surprise. That company is far away from being a value play. And therefore not the type of company that we want to invest in. And I thought it might be the same for today's pitch, which maybe we should say it is Palantir. And please don't get me wrong, penalty is not a value play.

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