4/20/25 Benchmarks for Operators
Lots of business people very complacent these days based on delivering on orders placed 6 months ago.
Lots of stuff stuck at port in the world of physical goods too
It’s the perfect setup to have the body of this post followed by a public multiples table highlighting Palantir trading at over 50x EV/forward revenue
Thanks for pointing that out
Their dislocation defies all market rationale
Lots of business people very complacent these days based on delivering on orders placed 6 months ago.
Lots of stuff stuck at port in the world of physical goods too
It’s the perfect setup to have the body of this post followed by a public multiples table highlighting Palantir trading at over 50x EV/forward revenue
Thanks for pointing that out
Their dislocation defies all market rationale