Feb. 14 at 10:17 AM
$PLTR Had a chat about Burry's high DSO argument, this is my conclusion
About the high PLTR DSO argument
Palantir's DSO is higher than typical "pure SaaS" averages (which cluster lower due to upfront/subscription norms), but it's reasonable given its enterprise deal structure, rapid customer adds, and performance-based elements.
Its growth rate dwarfs sector medians, debt is negligible (better than most), and cash generation is outstanding. This supports the "different beast" narrative vs. standard SaaS comps
— bulls see it as a strength (AI-driven hyper-scaling), while bears (like Burry) flag DSO/cash quality as potential cracks if growth slows. Watch future quarters: If DSO stabilizes or drops as the customer base matures and cash keeps flowing, it bolsters the positive case.
Full comparison to sector with Grok
https://x.com/i/grok/share/2adabcc333bb4561912ec4dfe9229172