Shared on06 Aug 25Fair value Increased 16%
Palantir Did It Again! Palantir came into Q2 priced for perfection...
Shared on18 Jul 25Fair value Increased 7.22%
July 2025 Update: Execution Running Hot; but Valuation Limits Remain Palantir continues to deliver across both government and commercial fronts, reinforcing its strategic position and deepening its moat. Government Momentum Awarded a $217.8M contract from the U.S. Space Force to modernize its Command & Control platform.
Shared on08 Feb 25Fair value Increased 67%
BlackGoat has increased profit margin from 30.0% to 40.0% and increased future PE multiple from 60.0x to 70.0x.
Shared on19 Dec 24Fair value Increased 11%
BlackGoat has decreased revenue growth from 40.0% to 35.0% and increased future PE multiple from 45.0x to 60.0x.
Shared on02 Dec 24Fair value Increased 20%
BlackGoat has increased profit margin from 25.0% to 30.0%.