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Nothing in this video constitutes tax, legal, financial and/or investment advice, nor does any information in this video constitute an invitation and/or solicitation to invest in a particular security. This video merely expresses the author’s opinion and should be viewed as such. Before proceeding with any investments, you should do your own research and seek advice from an independent licensed professional.
The author of this video does NOT accept liability for any investment decisions, as this video is provided only for educational and entertainment purposes. Although the author has endeavored for the information in this video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times.
Paa. Freaking Dear ladies and gentlemen: H 177% In pre-market as we speak, it might go down. Don't go crazy, but we're looking at a 177% and we're looking at a beat across the border Top Line Bottom Line: Sideline Guidance: Everything is a beat. They nailed the conference call Alex was on point.
Sham was on point. The team was on point. It was tight. It was short, beautiful, beautiful execution on the call, on the presentation, and most importantly on the execution.
The fundamentals. You want to say that we're better than everybody else. Like they've been saying for the past few years, Execute. And today they have.
And execute. They have. Ladies and gentlemen, A total blowout quarter. Absolute Insanity Let's go over the main stuff.
The highlights: There's going to be some YouTubers going to be diving deep into every little little nuk and cranny looking for numbers. Screw them. Let's talk about the important stuff. Let's not data mine here.
Okay, let's go. So first of all, take into account that today's route might be fueled by the fact that treasure yields are actually falling. And that's okay. The FED probably stopped with the hikes, at least for the foreseeable future and probably forever.
So you're going to see stocks run up on that news that's normal and that's a lot of macro that is kind of baked in into this paler run, so it's not all paler. relax. Number two: This is not a good day to formo into Paler after it spikes 177% if you buy paler at 177% Spike today, there's a good chance that over the course of the next month, you probably are going to have to take a loss on this. You don't want to always get in when the stock spikes like that.
Be patient. relax if you want to invest in Paler. If you're now excited about Paler, Slow and Steady Dollar Cost: Average slow and steady every single month, don't rush into it. We have a whole Playbook on how to do this the right way to lower your average.
It's on Patreon Patreon.com We've been teaching this for the past three years and our members have gotten at various points and they all have very low averages because of the system. Now I'm going to put the link in the description and in the pin comment, you're more than welcome to join the academy. We have a couple of SP left and that's it. Now let's talk about Paler: fundamentals: Check.
Product Check Management Check. Price Action: Who cares might go up, might go down I Haven't sold when it was 40 I haven't sold when it was six and I'm not touching the stock until it gets to $500 per share. I've said it three years ago and I'm saying this today. Nothing has changed.
Some people a little bit. Bandwagon is on this: I Don't care here I Do Not trade a stock NOW $3.3 billion of money in the bank Check 0 Debt check Beautiful Q3 Beat top bottom side check Guidance beat check Revenue Grew 177% year over-ear check Somebody were talking about slow down in Revenue Growth they got shut up today. The guidance raised to $2.2 billion in 2023. Check Fourth consecutive quarter of Gap Profitability Gap means General accept accounting principles Four consecutive quarter of Gap Profitability check S&P 500 Inclusion: 99% Check NHS Contract Who knows I Have no idea. Um, $480 million This is is their revenue for Q3 Of last year this quarter they went up to 560 million and they're guiding for $600 million in Q4. That's incredible. That's incredible now. Us Commercial Growth: 33% This is the only Market they care about and he said it on the call.
Karp said it. we focusing on the US commercial. Market This is where the big money is. It's not in Europe it's not in China it's the US commercial Market 33% growth Customer count growth on the US commercial side: 33 sorry 37% Gosh, so they grew customer count on Us commercial by 37% they've launched AIP Five months ago, they already have 300 clients in five months.
Top 20 clients pay $54 million a year on average. Name me a company that has these numbers and listen to Alex Carp On the call he said something really, really important and I want you to pay attention to the sentence because it's super important when not only win, we win by setting a standard others simply cannot compete with. Reminds me of Tesla actually when you think about it, but that's a whole different video. Now, if you're a long-term investor in Paler, and if you've been investing with us from the start, you can be very proud today for sure.
But if you caveat before you go off and celebrate and you know, put yourself in a bathtub full of whiskey for the next four hours, hang on a second. Hang on. Listen to me carefully. Tom is goingon to take care of you.
Do Not Formo into this stock. Never Ever F into the stock. Definitely not after it spiked 177% Slow Dollar Cost: Average slow and steady. Ignore the price action.
Do not fomo. You'll thank me later. Number two: Do Not prematurely celebrate as if Pener just arrived. They haven't.
We have a long journey to go. We're going to 500 per pop, 500 per share. Still a long ways away. It's going to be a bumpy road.
There's going to be times where we're going to cry and bleed, and there's going to be times we're going to celebrate like today. But to not prematurely celebrate. This is one battle this isn't the war yet and talking about. War I Want to say a few things about Alex Karp about Paler.
About the culture in that company. The only company in the world that took out a whole ad and said we stand with Israel Point Blank Period was Paler and today on the call Alex Karp reiterated that and he said we stand with Israel There's no two ways about it when the country is being attacked by a terrorist organization. There's no false equivalency. there's no justifications, there's no weight, but there's nothing only Justice only peace.
You cannot make peace with people who want to destroy you. I'm glad to see there's a few voices of Reason in this in this universe and Pener is one of them. and I mean this with the absolute love to my Muslim Brothers We have no beef between Christians Jews Muslims Hindu or whatever religion. This is beyond religion. This is beyond borders. This is a terrorist organization that should not exist and every member of it must be taken out. Has nothing to do with Israel or religion. and I'm glad that Paler gets it yesterday.
I Saw Tim Kennedy on The Joe Rogan show Get It If You By the way, if you have a chance, I'm trying to get Tim Kennedy to come and interview on the channel. There's no way for me to get in touch with him. If you can spam him please on Twitter or X sorry Tim Kennedy Tim Kennedy MMA please I Would love to interview him. He is spot on on this point as well.
Thank you every body thank you for all the support H We're sending our love and prayer energy to Israel and its fighting terrorism. Thank you Paler for a beautiful quarter If you're bothered by my comments about Israel and the war suck a lemon I'll see you in the next video.
That notebook took a real beating today😂
I’d rather not hear your politics unless it’s directly related to stocks please 👍🏼
Otherwise good stuff
You lost me at love thy religion Muslims
Steve Jobs reincarnation
weren’t all the previous evaluations based on if they continued 30% yoy growth.?
Yes , $500 it is !
Great work Tom. God bless
Growing at 17% i dont see it going to 500€
Great content and perspective. Thank you.
A week before the earnings report I told my agent to buy 100 shares of Palantir for me. Unfortunately they did not and now the price is to high.
the terrorist stole the land of the palastineians
I think it's particularly worth mentioning that it's nice to hear that you're extremely impressed with Alex's performance – that's rarely been the case in the past. I highly appreciate your nonstop work & thoughts about plantir: Thank you very much Tom. Enjoy your solid weekend. oh, just listened to the end of your thoughts: humans died and die right now: At the moment our All God is crying terribly.
I sold today
Recession coming
I like Palantir a lot. As of today, I more than 2x.
I am investing now a little bit in Paylocity. This one grow fast, has increased revenu and no debt. Today, they released their quarter and it seemed good. Not sure why the stock is down 15% today after release of this quarter. In most sites, it says it is undervalued by a lot. This is not Palantir, as Palantir is more like a safe bet as it is almost a monopoly and it is profitable and revenu should increase a lot with no debt. Paylocity has a lot of competition but seems to grow fairly well and they are making a lot more money every year. If someone wants to shine a light on this, like why it dropped that much, be my guest. 😂
My old age retirement is with PLTR. LOL
Love it bro. I am an OG and now in the green. 😊
Maybe Tesla should learn from their earnings call? : )
Drop the stage show….repeating the same 'joke' with the book is tiresome.
That’s more slapping than Davie504!
Debating getting out of position at 15.55 and than waiting to re enter but I don’t care that much to trade it either
My only gripe with the call was Karp several times interrupted Shaym several times and Glazer at least once. That's his prerogative as CEO but every time he did, we never got to hear them finish what they were saying (and they were substantive replies to questions). I love Karp and we need him at the helm but a good general let's his commanders, ie duty experts on their commands, speak to the particulars.
Notepad: STOP IT BRUH
Thank you Tom love what you do
I invested my first money in Palantir last month. I still think it's worth coming in now.
Let's see how much stock they after this!
You go Tom!!! 🔥PLTR is 🔥and so is this video.