Many people are counting on Palantir to change the way the Pentagon works. The company's stock is actually inexpensive when it comes to the Rule of 40 where we add up the growth rate and its free cash flow margin and we see if it bests 40. It does, coming in well north of 50, giving people the 'right' to keep paying up for it the way institutions do for the now very sainted ServiceNow.
Yes, Palantir is lucrative. Yes, it is run by the brilliant but stunningly arrogant if not downright belligerent Alex Karp who rips through those who actually want to tell the story like a machete through margarine. The contempt is so dripping, so painful that you actually want the stock to crash even as you like everything they do and acknowledge that they may be the hope for the Pentagon to abandon using humans in harm's way and join the rest of us in the 21st century.
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