$PLTR PEG down to 1.1X. For context, $NET, $DDOG & $CRWD are other world-class enterprise software companies with PEGs all above 3.0x. Palantir is expected to outgrow all of them by a wide margin in the years to come. 40%+ 3-year revenue CAGR with sky-high margins is the expectation. If those margins are sustainable, the lofty sales multiple doesn't matter & this elite company is already very attractively priced. Considering their immensely attractive app layer value proposition, I think margin durability is a likely outcome. If they're delivering x% better customer outcomes at y% lower costs, that will justify pricing power. Their long list of customer case studies point to this being the case. This is starting to get very interesting to me. Palantir attractive here to you? Pouncing
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