How The Intrinsic Value Podcast’s view on $PLTR changed

2026-08-30
“Palantir Stock (PLTR): Palantir is Cheaper than I Thought!”
Speaker likes PLTR fundamentals and valuation relative to growth but declines to invest due to lack of understanding of the business/technology.

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.

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.

2026-08-20
“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”
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.