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Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights that PLTR recently reported strong earnings, posting 85% revenue growth and raising its guidance. Despite the 11th straight quarter of accelerating sales, the stock has fallen 23% this year, presenting what Roussin characterizes as a discount on a rapidly compounding business.
Roussin has previously commented that investors routinely face a steady stream of market concerns, as outlined in a recent article. In a separate comparison, he said a Fox Business interview provided more insight on the GME and EBAY transaction than its CNBC counterpart. Both views reflect his ongoing focus on interpreting investor sentiment and market news.