The Palantir Stock Analysis That Changed Our Minds

This is the Palantir stock analysis that changed our minds about whether or not we're potentially interested. You're gonna want to see this!

0:00 You can overpay for a good company
0:59 Maybe there’s something here?
2:43 Things I like about Palantir
3:50 PLTR stock fundamentals
6:45 Palantir analyst estimates
9:55 What should you pay for Palantir stock

#palantirstock #pltr #valueinvesting

Join the community of like-minded investors:
_____________________________________________________

—Video Ediing by: Justin Nelson

[thewheeldealstradingjournal]

I’ve been in the game for 25 years off an on. I can honestly say that Paul is the only guy on YouTube that actually teaches me a thing or two every now and again. Keep up the good work bud.

[Puzzledata]

Moe again copying Paul’s behavior and stock pics. If Paul said: palantir is crap. Moe would be like: yeah palantir is so crap bro!

[jamesgrossman]

I have personally used their software and can attest to its excellent practical application. If they can really gain momentum and scale, I can easily see this company reaching a 50 billion market cap in the next five years.

[thewheeldealstradingjournal]

I like it at $7.50 ish. I love it at $6 ish. They picked up $800 M in contracts just last month. They have lots of revenue locked in so it’s not as big of a guessing game as one might think. The biggest issue I see is freaking Dilution!!

[AdamWeatherall]

My largest holding and buying more. We are going 0 to 1 people!

[thepickyinvestors]

I think the problem here is trying to do a 10 year analysis, when a 5 year would probably be a better fit for the aggressive growth of the company.

[cb]

If PLTR ever gets to 5$ I'm going to put a lot into it

[nickjustice]

Does the fact PLTR just received IL6 security clearance with the FED add value? I believe only two other companies have this clearance, AMZN and MSFT. Thanks for the video, really enjoyed it.

[markbujdos]

They are "shocked" to see this. but it's all old news. Which means that they were ignorant of all this six months ago when they were trashing the company. Sure, the stock was too expensive, that was obvious, but it just goes to show you how shallow their analysis is.

[Israesther]

Thanks Paul for Palantir analysis. Unfortunately I got in on the overvalued side. I plan to average my cost down. I believe on the company's future. Thanks again for all you do.

[mikemoore]

What scares me is that they been in business since 2003 and about 20yrs later they still not profitable 😟

[nimesp]

Moe has absolutely no personality....one of the worst presenters/orators I've ever seen....and grow a backbone and defend your just copies Paul

[cars_and_toys]

I got in at $8 and if it goes down to $7, $6 and $5 I’ll buy more … In 5-10 years it will be worth over $30 dollars.

[codyjones]

I think there’s a much greater chance of Microsoft going away than PLTR… catastrophic events will change all kinds of things but Palantir will thrive in catastrophe

[AppGradeOfficial]

The big issue with PLTR is Stock-Based Compensation.. over 35% of revenue is going to compensation.. they dilute like crazy

[anthonyschneider]

"My name is Paul, I'm a growth investor"

[bronetoxa]

What do u think about NVTA from Katy Wood?]

[pritpalsingh]

Can you please make video on MSCI developed world index
I am in Australia
There are not much options here

[trevor]

A gross profit margin of 78% does not mean that 78 cents of every dollar goes to profit. It means that 78 cents of every dollar of revenue is available to cover non-product costs such as SG&A, interest, etc.

[TreesOnTheBeach]

PLTR isn't profitable right now, is that correct?