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Podcast: Investing Experts
Episode: Shorting Palantir: valuation matters
Description: According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00).Subscribe to Julian's Best of Breed Growth StocksShow Notes:Not A Bubble! Julian Lin On Tech's Profitability And Reasonable ValuationsJulian Lin On Palantir, Google, Meta And AppleReddit: Julian Lin's Top Conviction IdeaPalantir Q4: Nvidia Moment Is Here, But Something's Not RightRead our transcripts<...