Bert Hochfeld on SA: SNOW vs PLTR

Lots of interesting data on both companies.


If I had to pick one investment between these two companies, it would be Palantir-simply because of valuation. But as President Lincoln once said in a far different context, “I do not have to choose either, I can simply leave [her]alone.” In this case the recommendation is to leave the shares alone and look for stronger returns…

(I’m long both companies)