저자: Paul/Mo · 외국인
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2022년 1월 팰런티어 고평가 지적. 주당 매출 대비 26배로 소프트웨어 평균(6~10배)보다 비싸며 '언젠가 come to Jesus moment' 가능성 언급. S&P500 ETF 장기 투자 권고(펀드 82%가 시장 미달). 팰런티어는 고점 대비 크게 하락했다고 언급하나 단기 방향 예측은 없음. 영상 후반은 자사 소프트웨어 홍보.
다듬은 글
check please hey guys 'd like to discuss two investing strategies that you've could have done in the past year if you followed the hype train and followed some hype investors talking about palantir and got into that a year ago or sometime this year versus something very simple as just staying in an sby very simple etf we're going to talk about these two paths you could have gone down and where it would have taken you i bring in paul gabriel and mo welcome in boys how are you guys one year is too short term to look at things um we've gotten into a youtube battle with uh some big hype guy about palantir um i believe in peter thiel a lot he's a brilliant man he started this company 0.403 it's just too expensive just like i like tesla but it's too expensive i love elon musk who expensive i love jeff bezos too expensive i love amazon too expensive i can love the person the company as a company but not like the price it's been proven time and time again if you overpay for something you fall in love with you are going to end up hurting hurting could still mean making money but not making as much money sp why is up 20 some percent this year palantir is down 30 down 60 from its peak great that's just maybe a fluke i don't know but the point is we're trying to teach a process that if you overpay for cash flow if you overpay for revenue you will end up not doing as well in long periods of time is that is that it for sure no i was wrong on amazon i didn't think amazon was going to grow like it grew in the last five or six years okay that's fine but this process works over long periods of time and it's been proven time and time again that every single year only 82 82 mutual funds do not beat the stock market and over a 10-year period it's practically like it's even lower it's what half percent one percent why even try to fight that just go put your money into an ed to an etf follow the s p 500 and go to sleep well at night and know that you're betting on the us economy that's it you're just betting on the us economy because the s p will do pretty much as well as use economy does over long periods of time and the u.s economy is still the number one economy in the world as much as we're going into socialism we're still less socialist than most of the other company countries in the world i'm okay with that so at the end of the day you can pick individual stocks and palantir has just been an overhyped stock it's a company selling for 26 times sales even though the average software company sells for between six and seven six and ten times sales in this overpriced market i just think there's going to be a come to jesus moment at some point with palantir doesn't mean the company's going away doesn't mean the company's going to zero doesn't mean any of these things but what it means is you're overpaying for growth paul you've talked about uh i get both your opinions on this point we i don't see often the concept of managing downside risk and this has been a newer topic that we've been bringing up because it was it was new to my mind the idea of like yes i want to gain percentage on the upswing but also not losing and so you've said multiple times on the show that you haven't invested the stockpile of cash your you and your company has been has had sitting around in the past few years and it seems so obvious now that the idea that you're not buying things when they're overpriced but sure enough you remember with these concepts like grant cardone brought up about i'd rather get six percent than zero you might have very well been sitting on zero percent this year but you didn't lose almost 60 percent on a dumb plate talk about that concept it gets so inside me when i hear people say that that they think they're being smart six percent is better than zero percent really what if six percent is at the expense of possibly losing 50 percent i'd rather just wait i want to make the bets when they when the odds are heavily in my favor on companies like palantir the heads the odds are definitely not in my favor if i buy a hundred pound tears it's going to be ugly i might find the one pounds here that goes to the moon and yes but guess what you'll lose a ton of money in the future because handling money is different than making money and when i hear this i just go this is just not a lack of understanding of what it takes to make money it's a lack of understanding what investing is process is investing following a set process investing mo has a process for his day trading and long-term trading on stuff that's why it works does that mean that every single trade mode does works no but over a long period of time just like people who count cards at blackjack there's a reason why counting cards is now banned or has been banned by casinos because it works over long periods of time and what does that edge it's only a half percent edge on the house it's only a one percent edge on the house that's it but you're doing enough over long periods of time you make a lot of money that's it if you don't get that you don't understand sports you don't understand living in general you don't understand anything if you don't understand that concept if you don't understand that concept all the more reason why you just need to turn your brain off buy an s p 500 etf and go to bed at night and not look at stocks because you're only going to cost yourself money in a long period of time that's just it paul we saw we've shown in past videos for pounds here that we need to get this price somewhere in to get a desired return of 12.5 moving forward we need this price up in the five seven dollar range will you be a buyer pallent here in in that range i don't have to run the numbers again mo what about you what do you think about this it palantirs around for 20 years i'm quite sure at some point i'll be a buyer of palantir see that's the thing for me the the company has not been public that long let them get their feet let them become even if it's in that five seven dollar range i probably won't be buying because i want i want a track record i want them to prove that they can do this for a little bit of time before i get into them i am a kind of person that would rather wait let instead of trying to catch it from the very very bottom i'd rather catch them somewhere in the middle where they've been doing it for a while and then make gains towards the top because if they're if they're a good growth company i can still buy them but in the midst of them growing not hoping that they start growing and then you know i i was reading something from charlie munger yesterday he you were talking about mitigating risk he basically said there's no punishment for not making a move there is there could be punishment if you do make a move and that move could be big to the downside and we've seen that with pounds here i'm looking at my chart right here on january 27th we had an intraday high of 45 and today it's at 19 so and today that wasn't even the low the low that it's been this year is may 11th and that was 20 public i guess i guess it's there now so i mean making just guessing and hoping and throwing hail mary's is not going to work out for you in the long run you're going to get lucky on some but it probably won't overcompensate for all the all the dumb decisions that you're making you're not better than the charlie muggers out there i'm sorry it's just you're just not by the way you're not not only that you're not better than the market just not better than the market you're just like literally i'm not trying to be cocky i will bet my life that over the that over long periods of time i will beat the market because i have that discipline to do so and i want you to learn that but it takes years it took me years to get that discipline and i'm still learning it every single day every single week look at me i can't even accept the fact that youtubers out there who are so stupid don't even get this that bothers me that's proof that i need to be learned more about patience i've learned the patience of looking at the stock market in general but i the one-offs i'm still working on my patience i'm still working on my discipline and i'm constantly and i'm sure monger is doing the same thing i do disagree with a little bit there is a price to be paid by sitting out you can't sit out forever but when the odds are heavily in your favor that's when you go all in not when the odds are not in your favor it's about understanding when the odds in your favor and when they're not in your favor that's the big thing unlimited pitches is what we're looking at we're at the plate we get unlimited pitches only swing what's in your only swing when it's in your sweet spot problem is people can't sit there and do nothing i can sit there and do nothing all day i'm really good at it but most people are not by the way i'm not very good at it but that's why i have hundreds and hundreds of units of real estate going to thousands that's why i have eight or nine businesses upstairs that make me cash flow every single um every single year because i'm able that's what i do to avoid myself i do options as a way to avoid myself from making stupid mistakes i'm doing day trading now where i'm setting 500 000 of my own money day trading that's how i'm going to keep myself busy so i can be patient other ways understand yourself first and then do actions that allow you to be patient that give you a reason to be patient later and that's what i do we hope that you've noticed if you've followed any of our videos that we uh we like to stick to what we think are the financial facts we have a long-term play of discipline and good decision makings on a day-to-day basis we are not going to spam you with these titles talking about massive updates we're not going to update a company every five minutes with breaking news meanwhile when we have a 10 20 year mindset so keep that in mind guys if you're getting spammed by breaking news on companies that have no breaking news at all they're probably just trying to use your clicks to make money which we necessarily don't need paul you have nine businesses mo you have enough money to retire on i have multiple businesses outside of this running so these are our these are our um this is what's behind our channel and you can see this in basically all of our videos for the past three years we created all the software because our users want to be able to analyze companies without having to wait for us to make a video this software allows them to do that the things you get with the eight pillar all these tools right here plus all the stuff coming you get exclusive daily content that's one to three videos a day that made by us just for our users over 30 years of financial data but most importantly you get access to our community so our community is over 6 000 people who've already bought this software it's in a very organized chat you can go in there and talk about everything imaginable even crypto even tesla all your value investing ideas even personal lives we have people in there that are friends now it's an incredible community join all this is available for only one dollar per day there are signing up directly with everythingmoney.com is we are not big enough to charge sales tax yet so you're going to save on that sales tax for a while and the other good news about the software is you set up today every month the price to new subscribers goes up so whenever you like get your price that is your price locked in forever so this month it's one dollar a day next month it's gonna be higher last month it was lower so when you sign up we're p we have people who are paying like 25 cents a day right now because they signed up so early so sign up now one dollar per day less than a cup of coffee gets you access to all this if you can change your returns by one or two percent to the positive or decrease your losses by one or two percent this will yield one dollar per day sign up now that is our take on pound tier if you can't handle the heat get into an etf uh which we we highly advise for most of you so that's our take final thumbs up join our community you can get our software yada yada watch more videos you'll see all about it see you next video
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