TIVP093: PALANTIR STOCK (PLTR): PALANTIR IS CHEAPER THAN I THOUGHT!
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
TIVP093: PALANTIR STOCK (PLTR): PALANTIR IS CHEAPER THAN I THOUGHT! W/ DANIEL MAHNCKE & SHAWN O’MALLEY
30 August 2026
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus.
SUBSCRIBE
IN THIS EPISODE, YOU’LL LEARN:
- How Palantir’s Ontology actually works
- How AI turned around Palantir’s business
- How Palantir grows its customer base
- How much Palantir stock is actually worth
- Whether PLTR will be added to The Intrinsic Value Portfolio
- And much, much more!
For the full show notes, go to this page.
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
BOOKS AND RESOURCES
- Join the exclusive The Intrinsic Value Mastermind Community.
- Track The Intrinsic Value Portfolio.
- Learn more about how to join us in NYC for our Intrinsic Value Conference.
- Portfolio Review Submit Tool.
- Satish Terala’s AI Masterclass.
- Future Investing’s Interview with a Palantir FDE.
- Check out our previous Intrinsic Value breakdowns: Constellation Software, Dell, Alphabet, Constellation Software Spinoffs.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
Some of the links on this page are affiliate links or relate to partners who support our show. If you choose to sign up or make a purchase through them, we may receive compensation at no additional cost to you.
NEW TO THE SHOW?
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Check out The Investor’s Podcast Starter Packs.
- Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
CONNECT WITH DANIEL
CONNECT WITH SHAWN
PROMOTIONS
Check out our latest offer for all The Investor’s Podcast Network listeners!



