Confronting Joseph Carlson on Palantir

👤 Meet Felix:
I'm your host, Felix. My journey took me from being a novice investor to an investment banker, a corporate lawyer, and an entrepreneur. Investing was my key to early retirement at 40. My goal? To empower YOU to navigate the financial market with ease and transparency, free from the conventional financial system's noise. Let's embark on this journey to financial freedom together!

The content in this video is for informational and educational purposes only. It does not constitute and should not be construed as financial or investment advice or an offer to purchase or sell securities. The content is not personalized or tailored to a specific person or group of persons, nor to their personal investment or financial needs. You should consult a financial adviser or other investment professional authorized to provide investment advice. Investing comes with risks, including the risk of loss. Presentations of trades made by Goat Academy Ltd or its personnel are not a guarantee that any investment decision made by a student will be successful. Past performance is not a guarantee of future performance.

#felixfriends #palantir #pltr

[fluffhead]

I wish more YouTubers would call out each other with such class and respect. You’re the man..🍺

[DepthWish]

This is s good type of content for your channel. There are many people spitting out stock recommendations but FEW are cross checking others.

[brianphelps]

Thanks Joe. Now we can buy pltr at a lower price

[GrindThisGame]

Refer to the line : "Proceeds from Stock Option Exercised" in the cashflow statement. This added $218M in cash in 2023. Compare this with $712M operating cashflow.

[InfoRanker]

Love JC's channel, it's the best finance channel on YT.

[SergioP]

I can never understand "the hater comments". Felix and JC go out of their way and put themselves on the line daily. They will make mistakes and they definitely don't ask or tell anyone what to do with their money. Chew out the fish and spit out the bones (we all have em). Enjoy these two's content and always do you own due diligence. And be grateful that channels and people like this exist and do what they do for free or very little. Simple as that. 🎉

[Andre]

I want to thank these channels and analysts because they give us the amazing chance to buy the dip. Please analysts, do your worst on nvidia and bitcoin

[SmallSpaceLiving]

Question: On a small account say $20, 000. Would you buy stock or would you trade options instead to grow the account? Curious what your thoughts would be on this. Thanks

[jr]

Thank you for providing a very explicit explanation on this ✌️

[JPSenpai]

You misinterpreted what Joseph Carlson meant by dilution in the second clip. He definitely understands how stock based compensation works, he talks about it all the time. He is implying that while stock based compensation is usually issued at a discount, here he believes it is issued at a premium.

[Nicholas--il]

of topic - who painted the painting behind you?

[Lee-zizb]

I like these change of videos! Thanks for catching what some of the other YouTubers share. Some of them mean well and may miss some data and give wrong information. Appreciate your research.

[winthir]

astute and polite - well done Felix : )

[RickHunter-gsgh]

Great analysis, Felix. Full of class. Contrast well with the novices YTbers out there

[MrCLAASS]

To be fair, Joseph was comparing profitability of palantir with dividend aristocrats. He is saying that Palantir is not a mature company, and we would all agree to that. The company's profits get reinvested rather than being distributed as dividends. Effectively however, issuing new shares is like borrowing more money from shareholders.

[o.w.]

Thank you Felix😄
Besides your excellence, I admire your attitudes✨✨

[stephenglazer]

I'm a fan of carslon and had seen his video on Palantir. Thanks for pointing out a few of his technical glitches with class and respect. Bottom line for investors: The company is great BUT the stock is way over valued at the moment. And I own shares.

[hibatt]

I think the comments on point 2 are mechanically correct but philosophically incorrect. It is reasonable to say that SBC is selling stock to investors (the employees) for cash. How? Well an employee who normally makes 200k a year in cash in the open market but works for PLTR for 150k in cash and 50k in stock is paying 50k in cash to get stock. This comes in the form of reduced cash expenses and increases free cash flow.

So yes - if indeed the current stock price is overvalues compared to some theoretical intrinsic value - PLTR is indeed getting a deal by getting labor for free by "selling" their stock for labor and then buying it back later for cheaper.

[jasonw]

Love your channel. Love Joseph Carlson show too. Thanks to both of you.

[DEADKING]

I didn’t know Joey was part of the ANALYST CARTEL 😮😂😂😂🎉🎉🎉😮😮😮
This is great I added more to my PLTR stack because of this today more money more money more money 💰