About this episode
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 Stocks Show Notes: Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations Julian Lin On Palantir, Google, Meta And Apple Reddit: Julian Lin's Top Conviction Idea Palantir Q4: Nvidia Moment Is Here, But Something's Not Right Read our tra nscripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions