7 Reasons To Invest In PLTR Stock In 2023.
Signup to Tendies: https://tendies.app.link/TomNash
✍ Join my PATREON here: https://www.patreon.com/tomnash
✍ Stock MVP at 50% OFF for a lifetime access
code LAST50 : https://www.stock-mvp.com
My Studio Setup:
1. Samsung Digital Flipchart: https://amzn.to/3r64MCk
2. Sony NEW Alpha 7S III Full-frame camera: https://amzn.to/3plKXqi
3. Sony FE 35mm F1.4 G Master Lens: https://amzn.to/438LIka
4. HL Wireless Lavalier Microphone: https://amzn.to/3NSip0M
5. Aputure 300d Lights: https://amzn.to/46uHBle
6. Rode RODECaster Pro II Audio Mixer: https://amzn.to/3JDEopY
*Please note that I may receive a small fee or a commission when you click on the above links to make a purchase.
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.
Signup to Tendies: https://tendies.app.link/TomNash
✍ Join my PATREON here: https://www.patreon.com/tomnash
✍ Stock MVP at 50% OFF for a lifetime access
code LAST50 : https://www.stock-mvp.com
My Studio Setup:
1. Samsung Digital Flipchart: https://amzn.to/3r64MCk
2. Sony NEW Alpha 7S III Full-frame camera: https://amzn.to/3plKXqi
3. Sony FE 35mm F1.4 G Master Lens: https://amzn.to/438LIka
4. HL Wireless Lavalier Microphone: https://amzn.to/3NSip0M
5. Aputure 300d Lights: https://amzn.to/46uHBle
6. Rode RODECaster Pro II Audio Mixer: https://amzn.to/3JDEopY
*Please note that I may receive a small fee or a commission when you click on the above links to make a purchase.
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.
Hey, this is Tom Nash and in this video I'm going to give you seven reasons why this is the perfect time to buy Palantir stock Now I know what you're going to say: Palampi ran up 140 year-to-date and you never want to buy into a spike. That's the conventional wisdom. But in case of Palantir, the thing is a little bit different because this company has the perfect setup to outperform everything in your portfolio for the next five years now. The reason I want to make this video is because I want to explain to you the right way to do it.
what I don't want people to do is Pile in into Palantir right now at the current price level going YOLO basically going their kids fund money and putting it right into volunteer. That's not the purpose of this video I Have a different system in mind which I'll share with you at the end of this video because no matter what I'm saying in this video, the fact remains that this stock is over hyped, it's overbought, and the current price level is a little bit too high than what it should be. Given that, and given the fact that you know this is a good company you want to own for the next five years, what do you do? Well, wait till the end of the video and I explain how to buy into Polenti right now. the despite the hype and still keep your average cost very very low, there is a way to do it.
Trust me not blowing smoke up your bum. Now before we get to that point. First of all, I Have to give a huge shout out to today's sponsor Attendees Attendees is a sponsor for today. 10 days has a free platform for you to use no premiums, no payments, free information about the market, micro analysis, and an options flow, and an options calculator all for free.
And you can actually connect it to your brokerage and get even more customized information. Go to Pennies right now. Tell them Tom Sent you. There's a link below.
It is absolutely free. Check it out! Let's make a case of why Palantir is going to outperform mostly everything you have in your portfolio: I Think for the next five years and then I'm going to show you what's my system of buying into the stock without emotions without Panic without formal and actually keeping my code space. Very, very low. So the first thing I want to talk about as far as volunteer goes is the thing that doesn't get discussed often on mainstream media, which is the US Client acceleration.
Now look at this this way: in 2021, Palantir had 20 clients on U.S Commercial. Right now they have 155 clients. So as far as U.S commercial clients, Palantir grew its customer base by eight times over the course of the last two years. I Don't know a lot of companies that can say that they have ax the customer base over two years, especially given the craziness we've seen for the past two years, given the bad macro we had.
Still, these guys have done an 8X on the client base. Now another thing I want to talk about is the Q over Q quarter over quarter average spend per commercial client Palantir commercial clients have spent 28 more this quarter than they did in the previous quarter. How many companies can give you 28 growth in commercial spend like that? Not a lot of companies policy. commercial is literally on fire. Now the other thing I want to talk about is the fact that Palletier had two consecutive quarters of positive Gap generally accepted accounting principles Profitability for two quarters in a row. That is something that people didn't believe Palatine can do even for one quarter. but we just had two consecutive quarters and a guidance from the company basically saying hey, the rest of this year the next three quarters will also be positive. We're going to have a full year of Gap of stability in 2023.
Now that's awesome because it shows track record, it shows trajectory, but mostly it will fix the Achilles seal of Palantir. And one of the biggest weaknesses of volunteers so far has been the fact that institutional investors are not excited about this company for multiple reasons. one being no gap of stability. Once we have four quarters of Gap profitability, the institutional shareholding percentage of this company is going to go through the roof.
Currently, the institutional shareholding percentage of volunteer is around the mid-30s which is quite low now. Some companies can pull it off like a Tesla, but for most companies, a low shareholding percentage from institutional investors shows lack of stability, shows volatility, and basically scares off investors, and it creates a volatile stock. Now of course Tesla can put it off. maybe volunteer can't but we would not mind seeing that percentage go to 40, 50, maybe even 60 like in the case of most good companies.
If that happens, the rest is history. Now another thing you have to understand, if we do get four quarters, consecutive quarters of Gap Profitability: This means Palantir would be eligible for S P 500 inclusion, which is a massive Milestone Remember what happened to Tesla when Tesla got included in the S P 500, it went through the roof. Not saying it's going to happen in volunteer, but it's going to be a major positive Catalyst We can't ignore. Now, if you go back and you look at the business of volunteer, look, you may say that you don't fully understand what they do and I totally get it.
But look at the numbers and there's one thing I Know nobody will pay 51 million dollars per year for 17 years for vaporware for stuff that don't work. So if guys are paying 51 million a year over the course of the last 17 years, that means their stuff work. And not only that, they have a network retention which is above 100 and their average spend for the top 20 clients is up 14. Last year it was 44 million.
Currently there's 51 million. So they're not only growing Revenue by getting new clients, which is important, but you can clearly see that their existing clients are spending more every single year, which is a sign of a good business. It's a sign of stability and that is just the beginning of a trend. But look I know what you're going to say right now. If you look at the PE at least four would be for Palantir, it's above 60, which is very, very high. Few companies justify that Tesla Sure Nvidia probably. but Palantir look I know it ain't cheap, but there's a solution to that. You don't have to buy it at the top and keep the price levels.
High You don't have to guess, You don't have to time the market. I'm going to explain this isn't a cheap stock by any means but any stretch of the imagination. but at 60p, it's reasonably priced. especially if you're going to use my system to dollar cost average and get a lower price space.
So yes, 60pe isn't cheap, but if you use the right system, you can lower your cost basis and get it at effectively much much lower than that. I'll show in a second. How now look another thing I Want to show you here is the revenue of the company. So Palantir did 446 in quarter one of last year.
We're talking about Millions This quarter they did 525 million. So quarter one quarter one had to head 18 up. Which you should have known this by now. But there's one thing they're not telling you.
look under the hood. While the growth of revenues was 18 in a horrible macro year, the growth of operating expenses was only five percent. So this is a company that's able to grow 18 of revenues in a year with only spending five percent more on operating expenses. This means that Gap is going to widen every year.
The profitability is only going to get better. It's another sign that I'm dumbfounded. We don't get to hear about mainstream media now. Obviously, you know the fact that this company is sitting on three billion dollars of cash.
It has no debt, which means it has massive amounts of opportunities, no interest expenses, no sensitivity or exposure to interest rates and stuff like that. and it has one billion dollars of remaining obligations. Which means one billion of Revenue sitting in the bank, which they will use for the next two years and it's going to spike up the revenue growth even more now. Another thing I want to talk about here is one of the you know battery Rams that people use against Palantir, which is stock based compensation.
The company is deluding shareholders. Yes, it has a higher stock based computation than most companies. and for good reasons which I've explained in previous videos. Now look at the end of the day, look at the trend.
Stock based compensation this year went down by 23 23 down and it keeps getting down every single quarter for the past year. Look at the comparison to the revenues. The Stockbridge competition of Palantir as a percentage of their revenues in 2021 was 57 which is insane I agree. but last year it was 33. This year it is 22 and of course that number can come up. but it's not going to go back to the 57 level. That happened because of many reasons like going DPO like hiring a new sales force, etc. etc.
All these excuses don't matter because this problem is no longer a thing currently. Volunteer isn't unusual. It has the same spend on Stockbridge compensation like any other company out there, at least in the growth Tech space. Now look one thing I Want to mention people talk about oh, government Business Etc et cetera.
Look, the government business of volunteer is not going to make them into a trillion dollar company. It's not. But it's a life vest. It's there.
It's sticky. It's not going anywhere if things get bad, and if Macro gets bad, the government business of volunteer is going to keep it afloat while other companies will struggle. So this company is not only Built For Good Times which of course people thriving. It actually has downside protection by having 40 50, 60 of his business in government.
That's going to protect them from bad times. So you're not only getting the upside, you're getting a lot of risk protection here. And now to the trillion dollar question. How do you buy this stock without the Fomo Without the emotions, without all the craziness? Well look, obviously you cannot buy the stock right now by going YOLO into the current share price? That's a bad idea.
You play stupid games, you win stupid prizes. So what you do is you use our dollar cost average system. You figure out what is the threshold amount for this company. So if the 52-week high for volunteer is 17 and 16 cents, you take out 10 below that.
Which means 15.40 Anytime the stock is below 15.40 you double down and you spend twice then your monthly allocation for palantir which you should have had by now. watch the previous videos. So anytime it goes up above 15.4 you spend half that and your dollar cost average more. When it goes below the threshold amount, your dollar costs average less.
when it goes above by the time it does settles in a couple of years. whatever happens your cost basis. because you double down more. When the stock was down, it's going to be way closer to the bottom than to the top and it will require discipline.
It will require patience and it's going to take a few years, but you will get to the right spot without the phone, without the hype, without anxiety, without all this answers. Now if you want to learn more about the system, I'm happy to teach you join our Patreon Patent.com forward slash Norm Nash This is literally what we teach every day on our patreon. On our Discord We have 4 600 members and we just launched Tom's Academy a brand new educational system which I highly advise you check out. we have like five spots left.
Check it out in the descriptions below. Would love to see you there. You'll get a weekly Zoom call. lessons, evaluations, all the good stuff. Absolutely mind-blowing stuff. Would love to see you there. See you next video.
I'm in at $12.46. Once I saw the trend starting to go up I bought in.
Tom sold his PTLR last year. Now he says he’s bullish again.
Great company. Don’t trust this man though. He’s all over.
Tom. Why did you delete my comment you clown?
आपके पास कितना हैं pltr
Love the content Tom. Just curious why you say it is over bought at $15 but you were backing it at 23 last year?
Hi @tom Have you ever thought about investing in Abcellera?
I can’t see how it went up 140%?.. am I missing something as it does. Not look like that to me
Tom what are your thoughts on $NNDM? They are a crazy 3d printing /Ai company and they have more cash than their market cap and have now become profitable. I believe it’s going to be the next big stock. They are also doing a share buy back and just got a decent price target of $8.50 which is good BCS they are just under $3 right now. I’d love to hear what you think.
Please update NNDM. They have more cash than their market cap and are starting to turn profitable
Great company long term Winner
what do you think about paypall?
greetings from Austria
8 xing clients is easy when you only had 21 just saying
Thanks Tom. What is the specific video where you discuss how to determine the "monthly allocation"? Thanks
I’ve kept buying from 25 to 6 to 15
Whats with the $500 thumbnail. Is that your PT?
Whoa… Didn't you have a video last week warning people not to buy PLTR — with a video titled PLTR dropping like a rock– and all the while after that vid the stock went up 7%???
@tomnashtv I am also a PLTR Bull, one thing I think you missed the last call. They announced that they will increase stock based compensation the next quarter.
A good buy below 14..way better buy near 12..Greatest buy under 10
Question Tom; what do you think about foreign countries like Germany, France and others using protectionism keeping PLTR out of governmental areas, and could it spill over into the commercial side in these countries by government regulation. Thank you in advance. Cheers!
Sold 5 7/14 puts for over 1% per week? Will eventually end up with stock.😎
I sold 400 shares at $15.75. Now I’m selling cash secured puts at 15. Free money… if it keeps rising I’ll raise my strike again and again until I can re-enter but I’ll be lowering my cost basis in the meantime