PLTR is a B-rated stock today and long-term; CEO execution is impressive and growth justifies the valuation.

We could talk about Parent here which is a company we cover on the show uh next Wednesday. So stay tuned for that because I feel like especially a comp company like Microsoft might get into some problems there eventually.

Just one comment, we have it, we don't have it today on the list, but Palanteer would be B today and 10 years B execution of the CEO is quite impressive.

I got to agree like if you listen to the episode um I thought about covering Palanteer and then I thought well technically we're value investing channel and it's not a value play.

We can agree on that. So I was like maybe I have to b and just not cover it.

Um and then when I looked into it I was very surprised by you know and I I was biased in many ways. Um I don't agree with everything that the CEO is saying and all of that stuff but if you just look at the company the growth rates um and you compare that to the valuation I think it's quite a good company and I was surprised.

Um and and apparently it's true that it is trading at 25 to uh 24 to 25 times forward earnings. Um so I think BTO is fair chat which

Um you know not necessarily Palanteer it could be you know if you think the thesis is that we will go into the SMB space as well and sort of go away from just serving the biggest clients you could lift or you could you know discuss Palanteer.