PLTR今天和长期都是B级股票；CEO执行力令人印象深刻，增长证明了估值的合理性。
逐段跳播
我们可以在这里谈谈Parent，这是我们下周三在节目中报道的一家公司。所以请继续关注，因为我觉得像微软这样的公司最终可能会在那里遇到一些问题。
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.
只是评论一下，我们今天没有把它列入名单，但Palanteer今天会是B，10年后也是B，CEO的执行力相当令人印象深刻。
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.
我同意，如果你听了那一集，我想过报道Palanteer，然后我想，从技术上讲，我们是价值投资频道，这不是一个价值投资标的。我们可以同意这一点。所以我想也许我必须给它B，就是不报道它。
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.
然后当我深入研究时，我非常惊讶，你知道，我在很多方面都有偏见。我不完全同意CEO所说的一切，等等，但如果你只看公司的增长率，并将其与估值进行比较，我认为这是一家相当不错的公司，我很惊讶。
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.
而且显然它确实以24到25倍的前瞻收益交易。所以我认为BTO是公平的讨论，这……
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
嗯，你知道，不一定非得是Palanteer，如果你认为论点是我们将进入SMB领域，而不仅仅是服务最大的客户，你可以提升或讨论Palanteer。
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.
这个频道对 $PLTR 的历次判断
The Intrinsic Value Podcast 在这只股票上只有这一条判断。