Updates: Palantir - 2025 the Year of AI Application?
Summary
* While PLTR currently trades at a high multiple (~450x TTM P/
FCF margin
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.2)
Summary
* Following on from Part 1, we are going to run Confluent,
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.1)
Summary
* In this Investor Guide we provide gross margin and opex/capex