Crossroads
@Dr_Crossroads
Investment enthusiast. Driven by faith, family, and the conviction that the best is yet to come. YouTube
参加 May 2017
399 フォロー中 34.3K ファン
$PLTR This is an excellent piece on Palantir by Emir on Karp's FCF target.
The implications? Massive upside.
$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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