According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00).

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Show Notes:
Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations
Julian Lin On Palantir, Google, Meta And Apple
Reddit: Julian Lin's Top Conviction Idea
Palantir Q4: Nvidia Moment Is Here, But Something's Not Right

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