《Palantir Stock (PLTR): Palantir is Cheaper than I Thought!》
说话者看好PLTR的基本面和相对增长的估值，但因缺乏对业务/技术的理解而拒绝投资。
长期以来，我一直认为 Palanteer 是估值过高公司的典型代表。但在深入研究之后，我实际上认为 Palanteer 从未像今天这样有吸引力。
I saw Palanteer as the poster child of overvalued companies for a long time. But after looking into it, I actually believe Palanteer has never been more attractive than today.
需要明确的是，这远非价值投资。去年，Palanteer 的估值倍数是以往的两倍，而增长率只有一半。现在这种情况已经完全改变了。
Well, to be clear, it's far from a value play. And last year, Palanteer traded at twice the multiple with half the growth. And that has completely shifted now.
我们还想要解释 Palenty 实际上是如何运作的，以及为什么它没有竞争对手。
And we also want to explain how Palenty actually works and why there's no competitor inside.