BI Weekend: Disney, Palantir Earnings, Musk Stock Award
Bloomberg Intelligence
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Valuing Growth: Palantir and Caterpillar Insights
This chapter explores the intricate valuation challenges facing high-growth tech companies like Palantir, particularly in comparison to its IPO peers such as Snowflake. It examines Palantir's reliance on government contracts and the evolving landscape of its business model amidst its competitive analysis with Microsoft. The discussion then transitions to Caterpillar’s recent earnings, capturing the nuances of the U.S. machinery sector and the potential for cyclical recovery, underscored by their expansion in energy and transportation.
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