Fwd: Must Reads: Palantir: Why Isn't Anyone Talking About This?

[Gunnar Larson]

---------- Forwarded message ---------
From: Must Reads <account at seekingalpha.com>
Date: Mon, Aug 15, 2022, 4:09 PM
Subject: Must Reads: Palantir: Why Isn't Anyone Talking About This?
To: <g at xny.io>


Palantir reporting weak Q3 guidance is something investors could’ve
expected. What really matters is the fact that Palan

*Must Reads*

Palantir: Why Isn't Anyone Talking About This?
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Palantir reporting weak Q3 guidance is something investors could’ve
expected. What really matters is the fact that Palantir’s business
continues to gr...
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Sea Limited: Ready To Emerge From Its Battering
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Sea Limited heads into its Q2 earnings release on August 16 as market
sentiments on unprofitable growth stocks have improved markedly. We are
also con...
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Microsoft: It's Not Always A Buy
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Microsoft stock has recovered remarkably since its Q4 earnings release,
adding to further gains since its June bottom. We are confident that its
June ...
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Shopify: Turning Bullish In A Time Of Maximum Pain
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Despite the naysayers, it is important to note that most tech giants have
gone through periods of unprofitability during times of aggressive growth.
T...
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Altria: The Valuation Is Too Cheap For This High Margin Cash Cow
<https://email-st.seekingalpha.com/click/28738598.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>

Altria sold off recently as they wrote down their Juul investment. The
company is trading under 10x earnings, well below the average multiple of
14.1x...
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