BizNews Ricardo Portfolio update: Palantir, Uber, Lesaka, and Exemplar

Four companies BizNews owns reported in the same week, so Alec Hogg went back to his own valuations to see whether they still held. Palantir nearly doubled its revenue and its chief executive declared his intent to take "the entire market", yet one number nagged at Alec. Uber delivered a fifth straight quarter of 20%-plus bookings growth while Wall Street priced it as if its best days were behind it. Back home, Lesaka and Exemplar told a different story, and slowing growth forced a harder look at what the Ricardo portfolio was willing to pay. Some numbers went up, some came down, and the pattern said a lot about where growth was coming from.