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▶ 3:13 · $ZETA · $PLTR · Why This Zeta Palantir Deal is Bigger Than It Looks
episode briefing
Asymmetric Investing

Why This Zeta Palantir Deal is Bigger Than It Looks

2026-06-23 · 2 company · 2 thematic
sentiment
1 bull0 bear1 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“This is one of the stocks that I own. This is one of the things that I think is important for Zeta... I think if you're an investor, the upside is with Zeta because this is going to drive growth, it's going to they're going to kind of be a…”
—travis hoium
now playing · $ZETA · $PLTR
$ZETA···bullish· high· postravis hoium
Hoyle: Zeta Global partnership with Palantir drives growth at 3.4x EV/Sales vs 53x for PLTR
Zeta's re-architecture on Palantir Foundry accelerates data ingestion and algorithm training for its Athena marketing platform, driving both customer acquisition via Palantir's 83…
$PLTR···neutral· mediumtravis hoium
Hoyle: Palantir partnership benefits Zeta more; PLTR at 53x EV/Sales limits multiple expansion
Palantir gains a platform strategy win as Zeta builds on Foundry, but with 53x EV/Sales and a much larger market cap, the partnership won't materially move Palantir's needle over…