Palantir (PLTR) has initiated its direct listing process and will trade on the NYSE. As we prepare for their "investor day" where they will present the investment case we can summarize some of the things we took away from the initial filing.
On the Product
Palantir is kind of a hybrid between a software company and a services provider. They stress that a business isn't going to get a strategic advantage from a packaged application. Those systems may be necessary but do not serve to differentiate. Instead, Palantir has built what might be described as a new . . .

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