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cover of episode Palantir’s Valuation Question

Palantir’s Valuation Question

2025/5/6
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Motley Fool Money

AI Deep Dive Transcript
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C
Cynthia Stewart
R
Ricky Mulvey
作为《Motley Fool》播客主持人,Ricky Mulvey 提供对各大公司财务表现和未来发展的深入分析。
S
Sanmeet Deo
Topics
Ricky Mulvey: 我关注Palantir的业务和股价。其营收增长强劲,但国际商业收入下降,估值过高,市盈率高达600倍,市销率超过90倍。 Sanmeet Deo: 我看好Palantir的现金流和盈利能力,但欧洲市场对AI的接受度较低,存在风险。 Ricky Mulvey: Palantir的估值过高,对于价值投资者来说难以接受,但其基本面强劲,未来增长潜力巨大,但存在价格回调风险。 Sanmeet Deo: Palantir的软件具有很强的粘性,客户使用率高,但高估值是其主要风险。Palantir正在进行大规模商业化,但高估值需要大量的增长来支撑。 Ricky Mulvey: Celsius的销售额下降,盈利能力减弱,面临挑战,库存问题和销售折扣等问题,盈利能力受到影响。 Sanmeet Deo: Celsius的销售和盈利下滑,销售和管理费用增加,但未来可能会有利好因素,在能量饮料市场占有率较高,并正在拓展品牌组合,收购Alani Nu是为了寻求增长,但其核心品牌增长乏力。 Ricky Mulvey: Celsius是否应该从增长型公司转型为成熟型公司,值得商榷。 Sanmeet Deo: Celsius目前还处于增长阶段,转型为成熟型公司为时尚早,Alani Nu销售额增长迅速,但其与Celsius核心品牌的协同效应还有待观察。 Ricky Mulvey: DoorDash的订单和营收持续增长,并未受到疫情的影响,通过收购Deliveroo和Seven Rooms进行扩张和多元化。 Sanmeet Deo: DoorDash的便捷性和可靠性使其成为人们生活中的必需品,订单和营收持续增长,收购Deliveroo是为了拓展欧洲和中东市场,而收购Seven Rooms则显得不太必要。 Cynthia Stewart: 年轻人更容易成为诈骗的受害者,但老年人损失的钱更多,投资诈骗、技术支持诈骗和浪漫诈骗是损失金额最大的三种诈骗类型,网络钓鱼、技术支持诈骗和敲诈勒索是受害人数最多的三种诈骗类型。加密货币ATM机的普及使得加密货币投资诈骗更容易发生,诈骗通常会利用人们的情绪和紧迫感来诱导他们做出错误的决定,诈骗者会利用人们的情绪,使其无法理性思考。诈骗者可以利用AI技术模仿他人身份,获取个人信息,AI技术可以生成逼真的语音和视频,使得诈骗更加难以识别。要时刻保持警惕,并核实所有信息,制定应急计划,例如使用暗号,可以有效防止诈骗,与家人朋友沟通,公开讨论诈骗信息,可以有效预防诈骗。可以使用技术工具来过滤诈骗电话,但要谨慎,避免过度干预老年人的生活,要教育老年人识别诈骗信息,但避免过度恐吓。一旦发现自己或他人成为诈骗受害者,应立即更改密码并向有关部门举报,向有关部门举报诈骗事件,有助于打击诈骗犯罪。

Deep Dive

Shownotes Transcript

When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story.

(00:21) Sanmeet Deo and Ricky Mulvey discuss:

  • Palantir’s impressive business results and astonishing valuation.

  • Celsius’s “meh” quarter.

  • Why DoorDash kept growing after COVID.

Then, (16:10) Cynthia Stewart, Executive Director of DART Collective, joins Robert Brokamp to discuss how AI is changing scams and how to protect yourself.

Companies discussed: PLTR, CELH, DASH

Host: Ricky Mulvey

Guest: Sanmeet Deo, Robert Brokamp, Cynthia Stewart

Producer: Mary Long

Engineer: Dan Boyd

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