May. 5 at 3:45 PM
$PLTR
When a company reaches a
$350B+ fully diluted valuation, what does its “true comparison set” even look like?
$PLTR at
$137 implies a fully diluted market cap above
$350B.
At this level, the same capital could still acquire Northrop Grumman (
$NOC), General Dynamics (
$GD), and Lockheed Martin (LMT), with additional capacity left for L3Harris (LHX).
Alternatively, the same capital could be spread across all 38 of my GameStop (GME) acquisition alternatives, plus Lockheed Martin on top.
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