The Young Investors Podcast Our Honest Thoughts on Palantir Stock
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Aug 10, 2025 The hosts dive into Palantir's impressive growth and its recent earnings report. They debate Berkshire Hathaway's financial dynamics and the ethical concerns around AI-driven pricing, particularly with Delta Airlines. Discussions also include Elon Musk’s controversial pay package, emphasizing shareholder perspectives. With insights on customer retention and stock performance, they navigate the thrilling yet complex landscape of today's market, questioning the future of pricing strategies in a data-driven world.
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Airbus Example Shows Foundry Impact
- Brandon van der Kolk says Palantir's Foundry accelerated A350 delivery times by 33%.
- This shows their software can embed into complex operations and deliver major efficiency gains.
Acquisition First, Profits Later
- Brandon explains Palantir grew from 139 to 711 customers (2020–2024) by focusing on acquisition.
- Embedding their software creates switching costs that enable future price increases.
Valuation Priced For Exceptional Growth
- Brandon notes Palantir trades at about a 575 P/E, pricing in very long-term growth expectations.
- He likens investor optimism to Nvidia's earlier high-multiple era.