Palantir

Palantir, headquartered in Denver, has emerged as a defining technology force in North America. With roughly 4k employees and revenues approaching $3B, the group keeps reinforcing its position through disciplined capital allocation and a long-term industrial vision.

The group's regional balance sheet allows it to invest counter-cyclically, an advantage few competitors can match in the current rate environment.

“Palantir is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Governance upgrades and a more transparent disclosure cadence are gradually narrowing the historical valuation gap with global peers.