PLTR: Only in America
Only in America could a Custom Software / Tech Services company like Palantir (PLTR) trade at 100x Revenue.
Customers are getting hosed given PLTR’s 50% cash flow margin - which screams there is room for competition.
Fortunately for PLTR, ACN, IBM, INFY and the rest do not have the correct leadership in place nor the correct culture to compete.