Lead idea
Palantir's valuation reset on growth acceleration
The bull case argued for Palantir: growth has accelerated and the valuation has come down significantly from prior years, making the stock attractive, especially before its recent earnings release. The hosts argued it on We Study Billionaires - The Investors Podcast Network’s “TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley”, aired 27 August 2026. The speaker clarified that while Palantir was considered extremely expensive a year or two ago, the combination of accelerated growth and a lower valuation has changed the story.
WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · “TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley” · 2W AGO