저자: TomNash · 외국인
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팔란티어가 6개월간 45% 하락하며 약 13달러로 밀렸지만, 인플레이션과 지정학적 혼란 속에서 무부채·현금흐름 플러스·순유지율 131%·매출성장 40%대·영업이익률 30%대를 근거로 현재를 세대에 한번 있을 기회로 보고 가용 자금 전부를 추가 매수 중이라고 주장.
다듬은 글
oh palantir what is going on this company is down 45 over the past six months it somehow went up 16 over the past 30 days and now it's coming back down seven percent already in the last five days currently trading at just under 13 after we've seen 27 dollars just six months ago and even 40 dollars way back when now did i have enough am i getting off that's what she said train of the palantir hype is this enough for me did i get enough abuse to just say hey no my sport for war well the answer is obviously no and in this video i'm gonna give you the bottom line as i always do in the beginning and then i'm gonna show you my analysis and my process why i'm not only staying in the company why i'm actually in fact increasing my position every single day right now now i believe that this is the best time to buy palantir for a multitude of reasons which i will elaborate in this video but if you just need the bottom line yes i'm still bullish more than ever right now i'm allocating every single cent i have available to increase my penalty position because i believe that this is a generational opportunity okay so let's talk about why i'm so bullish on valentine but before we do as always don't click nothing don't smash nothing and mainly don't buy nothing now check this out first of all thank you for staying with me now i'm going to explain to you my rationale behind my obsession with volunteer now more than ever now look there's two things that are going on in the world right now which make palantir into a very exciting opportunity without even looking at the fundamentals of the company look number one chaos you can agree we have de-globalization we have supply chain [ __ ] we have a total mess and it's just getting worse and just getting started on the other hand inflation massive inflation we just heard that walmart is offering truck drivers entry-level salaries of 110 000 just to get people to come to work now shout out to my truck driver friends my grandpa actually used to be a track driver it's about time you guys actually get paid no doubt but here's the question if we're heading into massive inflation and massive geopolitical [ __ ] what better software to use than talenteer and i'll explain on the one hand you want a software that is compatible with high inflation environment on the other hand you want something that's basically optimal in time of chaos and uncertainty and palantir check both of these boxes quite easily number one as far as inflation proven stocks this is a company with high growth high margins high cash flow it's cash flow positive sitting on a pile of cash no debt they basically don't need to acquire capital they will not be hurt when the cost of capital goes up as interest rates actually go up in inflationary times the second prong of inflationary protection is the fact that their clients are extremely sticky they have 131 net retention go check what that means that means their clients aren't leaving that means it's going to be easier for them to roll over the cost of extra provision of services because in inflationary times things are bound to get more expensive whether you're producing goods or services and 131 percent net retention is going to be way easier for them to roll over their cost on their clients and other companies other competitors now the third prong of that is they literally don't have any competitors in time of uncertainty and chaos where would these guys go you can frankenstein your way into a some sort of a compatible service that gives you some of the things that palantir does but this frankenstein [ __ ] is going to cost you triple if not quadruple it's going to be half as good and it's going to take a year to compile while you have this thing here for one-fourth of the price it works as good if not better than what you can actually compile and you can get it within three weeks simple and it will make sense of this chaos supply chain insanity and will actually allow you to get a massive edge over your competition both for governments and for companies so in a time of chaos and high inflation a company with no debt a lot of cash free cash flow up to a zoo and sticky clients rich sticky clients which would absorb most of the price increases is exactly where you want to be now palantir is no slouch unlike what you hear in mainstream media this company is legit they'll give you 41 revenue growth year over year every single year now the company is guiding for 30 percent up until 2025 but every year they hit the 40 mark right now they're at 1.5 billion dollars of annual revenue go and check how much revenue they had just two years ago you're going to be shocked now look even if they maintain the 30 conservative estimation by the company they're going to hit 6 billion in 2025 in annual revenues do you understand what we're talking about here a company that's literally growing at 40 percent while giving me 80 gross margin which is a sas kind of golden standard and 30 operational margin and if you don't believe me go look at the financials it is 30 operational margin 30 find me a company that gives me 40 annual growth and a 30 margin operational margin and 424 million in free cash flow over 1.5 billion in revenues without any finance just from operations you're going to be very very lucky to find anything that comes near that at these price levels at these multiples and look you're going to hear a lot of excuses about stock based comp which is actually coming down go check what i'm saying here you're going to hear a lot of excuses about the company not being scalable and how the customer count is so low look it grows 71 customer account year of year last year i mean 70 growth in the amount of customers you're serving in one year i mean what else do you guys want now look i'm not here advocating for volunteer i'm just sharing my opinion i'm excited about it and i'm excited to talk about it you may hate it you may dislike it that's fine and look whenever we have a situation right now where the company is performing better and better every single quarter and yet the price drops more and more every single quarter we have this inverse basically relationship the company is getting better the price is getting lower now if you're seeing a good business getting better every year and getting cheaper every year what are you going to do about it i know what i'm going to do about it i'm going to buy as much of it as i can and you know what let's hear your opinion about it what you guys think about planeteer you love it you hate it you don't give a [ __ ] comment below let me know if you like it if you hate it if you hate me all hey comments are welcome no worries about it comment below let me know what you think about talenteer what do you think i'm full of it or are you on board with this let's see what you got and a huge shout out to the channel members and the patents for keeping this actual possible thank you so much guys i really appreciate it five bucks per month you can join our payment or become a channel member the links are gonna be below thank you so much from the bottom of my heart you guys are the reason why we're able to do this thank you so much see you next video
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