market-commentary

Doug Kass: Palantir Interview Shows They're Still Lobbing Softballs on Fin TV

Cheerleading is not journalism.

Doug Kass·Feb 20, 2025, 12:10 PM EST

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On Wednesday Palantir's PLTR stock fell by about 12% on news of Pentagon cuts and a modified stock sale plan from CEO Alex Karp (PLTR is down another 10% on Thursday). I was short and covered into the schmeissing.

I was critical of CEO Alex Karp's CNBC appearance (both in my Diary and on X) recently, which was nothing more than some "double talk" and a bunch of softball questions from complicit moderators.

https://twitter.com/DougKass/status/1891847914529452375

That is the problem, Fin TV has become a platform for BS rather than a serious opportunity to discuss opportunities (and threats) to business models.

The Karp interview reminded me of CNBC's pathetic interview of Sam Bankman-Fried, weeks before it was discovered his company, FTX, was a Ponzi scheme.

I am not suggesting Palantir is a Ponzi scheme at all — it is not. I am critical of our business media, which consistently fails to develop meaningful and value-added interviews.

Here's a previous column of mine on "softball throwing":

Throwing Softballs on Fin TV

This commentary was orginally posted in Doug's Daily Diary on TheStreet Pro.

At the time of publication, Kass had no positions in any securities mentioned.