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Carl is angry with me. I really don't get it. Did you know? I don't care . I don't care. I liked what he did. I did n't quite understand what he said about self-satisfaction, but that's not really it . I would say they achieved excellent quarterly results. I liked his flamboyant nature. I'm officially calling him out right now, right here .
Last week's reference point should have been $10. All the checks I've done say the reference is 10 dollars, not seven and a half. Carl, it's ironic that people are starting to buy this at 20 times the selling price. Do they know what they are buying? That means, whether it's new SPACs or direct listings , there's a new audience .
They are very interesting . Will Robinhood call Morgan Stanley and tell them? Someone on Robinhood says, "Yes, we have a 10 million buy." I don't think so. No David, they think it will grow. True. I mean, I'm having a fight with about 100 people on Twitter right now , who are asking, "Why don't you like spikes?
They grow ." Oh, okay. Well, do n't you know why Palantir grows? I'm not talking about Snowflake, which has incredible revenue growth . So no one knows how to price it, but these companies do n't have as much growth as Palantir. So why should I give it a better multiple than companies like Workday, ServiceNow, or Adobe?
They are companies that know what they are doing and have excellent management . Yes, not making money. I think they think they have a handle on 150 clients . I do n't believe it. I spoke with Marc Benioff from Salesforce last night . He has a new program to provide vaccines . It would be nice if he focused on what they do with Snowflake .
I think they can face the Palantir . What makes them special is that they are very good at targeting. Terrorist organizations. Does that mean they don't even know how to target people who want insurance ? When I read that Palantir could have more votes even if they sold shares. I told you, if you want it, idiots are being born every minute .
But David, most people don't care about corporate governance at all. They've gotten used to A and B shares , and stopped caring about companies that aren't worth your vote . We think about this because we know it's not right . But my point is that they don't seem to really care . Listen, I don't mean, look, these are the things that people think, "Okay, this is a security cloud company." It has all the good words it needs.
"And they look at it and say, ' Look, this is an interesting stock .' The price is at about 10. Actually, that dollar price, David, doesn't mean anything to anyone except the Robinhood people. Right. Well, by the way, do you have any expectations on that? Again , this is a direct listing, so there's a book ready with all the people who have placed orders .
This is the right section, I think people are interested in buying Palantir by selling some of the great cybersecurity and analytics companies like Splunk that I mentioned last week . They don't look at that governance structure because it bores them. Well, I don't think now is the time to double down on an investment.
I mean, it's at 23. The only time I'd like to double down on a stock is when it's significantly lower in price. Now, I think it's a great software company . Unfortunately , a lot of it is secret . We don't know what they're doing . Saying this is a Kathy Wood stock, which is Ark Investments It's been supported.
But that's good, but you don't want to double down until the price drops enough to change your basis. Palantir is a huge earnings growth, it's an ape stock. Yeah. But they don't tell us much. It's just one page. Well, it's like a secret box , David. We don't know what they're in. I'm actually looking for the filing , but it hasn't been filed yet.
So, all you have to look at in Palantir is one page. I don't know how much information they're going to give you. You have some numbers. Okay, there are some big ones there . It gives an outlook. Look at that handout. Very good. Oh, I haven't seen that handout. Okay. Here it is. I have that handout .
I'll give it to you during the break. Look at him. He's always more prepared than I am . Palantir, with this move today, is going to be profitable again for the whole year. This is very important because, this is a stock that represents a whole new class of companies, what I call a ' wood stock.' It's a It's like a real wood stock .
Remember , it's a direct listing, so they didn't raise capital by selling stock, but they have a lot of selling shareholders. I mean, because they've been a private company for almost 20 years, right? I mean, it's been private for a long time. Okay, but I'll tell you what's going on there . Palantir has a lot of hot money that moves very quickly.
Now, some people call it a meme, it's funny. I'm sick of hearing that term . It does n't make sense. It's hot money. People don't know what it is. They just bought it thinking it was going to go up. You know, there are a lot of stocks in the market that are going to go up. That's my new long explanation for the term meme.
That's why you shouldn't be in it , because when the stock goes down, other shareholders get very nervous and sell. Yeah, Palantir is interesting. They reiterated that their revenue growth will continue , but their operating margin could go from 30 per year to 20 per cent this quarter . Oh, that's a disaster.
But, they only had 16% revenue growth from the public sector , which is very slow. Their adjusted free cash flow last year was only $30 , and they've been very poor in terms of order growth . So, I don't know, if it weren't for Cathy Wood, no one would have even heard of this stock , so I do n't want to talk about it too much.
You know what happened? I'm fed up with Palantir . I mean, it could be a meme stock , it could be anything . He used foul language on the conference call . I do n't like that at all. But, the reality is, they do n't have the business I want. That's what I call a " big talk, small action" company . Remember , we do n't care where stocks come from, we care where they're going .
And I don't think it's going anywhere. I want you to look at another stock . It's not that. What do you think of Palantir? Well, Palantir has changed. They've changed completely. They're going in a new direction . Palantir had one of their best quarters, and I actually didn't like the company for a long time.
The stock has been going up since that quarter . They deserve it, because they've had a lot of good government deals . What do you think ? It was a great quarter for Palantir. I'm still a buyer . I even mentioned this to the CFO recently. He was a little skeptical of my intentions , but I like Palantir.
Look, you're right. I was against Palantir until they had a great quarter, and I told the CFO that. I think they should be on the show because the stock price is going up . Palantir has a really good business. I was a little skeptical about them . This is the second time I've respected Will Frost. I think the first was Renaissance.
But I have to tell you, this is my feeling about Palantir. They had a really good quarter and they kept their word . That's why I do n't like to say anything bad about them, they make money. So I I'm giving Palantir a double whammy . That was a great quarter. We got an upgrade today . I believe in this .
I mean, I hated them for a long time . Not now. I'm on the Palantir team now . Okay? As far as I'm concerned, I'm Mr. Palantir. I like them. They still hate me . I like them. I came here looking for peace, Palantir. I like you. Yeah, they want to come . They want to come . I have to tell you, they thought I hated them.
I didn't hate them . There's no hate there. What did I do? They're not the Dallas Cowboys . I mean, they should come on the show and talk about that last quarter . That's great. It's been like, for months, how it felt . Okay, listen to me. I don't care if the Carp hates it . You know what? I don't get it .
I like what he did. I do n't really understand what he said about self-fulfillment, but that's not really it . I will say that they had a great quarter. I like his rhetoric. I'm officially calling him the Dave Portnoy of cybersecurity now . Wow, that's a big statement. Well, I think Palantir had a good quarter.
I know this stock is going up . It looks like it could go down a little bit, but it might not . It's down a dollar today. This is a good opportunity to buy some Palantir. I think it's more than that. I know you think their deal with the Army was $38 million or $178 million. I'm not begging them to come .
I just want them to come . Well, Palantir is ... I want to be very polite about this . I mean, it's kind of a scam company . I don't like them at all . For cybersecurity, I like Palo Alto Networks. You can go to NetWitness or Qualis.
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