Emir M | Type-F Capital
@em013L
Equity research analyst. For research coverage, see
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$PLTR OMG. NEW FAIR VALUE: $341
That's my new estimate after Alex Karp's comments on CNBC, targeting $15-18 billion in FCF in two years.
It looks like an INSANE fair value until you unwrap what $15 billion in FCF entails. I explain everything here:
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