Palantir Drama ... [What JUST Happened?!]
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DISCLAIMER: All of Tom's trades, strategies, and news coverage are based on his own opinions alone and are only done for entertainment purposes. If you are watching To'ms videos, please Don't take any of this content as guidance for buying or selling any type of investment or security. Tom Nash is not a financial advisor and anything said on this YouTube channel should not be seen as financial advice. Tom is merely sharing his own personal opinion. Your own results in the stock market or with any type of investment may not be typical and may vary from person to person. Please keep in mind that there are a lot of risks associated with investing in the stock market so do your own research and due diligence before making any investment decisions.
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👏👏👏 Big shout out to our growing list of Patreons. For those of you want (and can) support our channel, here is how you can help: https://www.patreon.com/user?u=13016082
I have a long position in PLTR.
DISCLAIMER: All of Tom's trades, strategies, and news coverage are based on his own opinions alone and are only done for entertainment purposes. If you are watching To'ms videos, please Don't take any of this content as guidance for buying or selling any type of investment or security. Tom Nash is not a financial advisor and anything said on this YouTube channel should not be seen as financial advice. Tom is merely sharing his own personal opinion. Your own results in the stock market or with any type of investment may not be typical and may vary from person to person. Please keep in mind that there are a lot of risks associated with investing in the stock market so do your own research and due diligence before making any investment decisions.
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Why would be and get a reaction? Bad selling his goals met clara sense, wanjon de stem wordt de product is wat. De plannen is en musicbrainz be highly surprize. Je haar tanden stijn de dus de pieren ziel company typologie, alex karp, is de vissen. The company has finally alexis brunet manager - and i know sorry sorry, but now, but this is a key wat.
Peter thiel was talking bout in his book review: hebben, redden, taakjes juist. U doe de boksschool shirt. Oooh man is dan 2014 zo tax revenue, zal waarin draaiboek, je moest mijn ring haalt, haal een vlieger in het wens layout de kraan, wordt op house dunne door en nieuwe, star kimbap creëren en mana police and highly nice industry guide the solution to hadden de dus Na get access en dan uit zou ons crazy, waar insecten de kans bieden veel talks about en bij uwv dood familie met purity of wie actie start paypal, dilemma's die, actie, diepere, manier, facebook, alarm, butt stuff, yannick is security. Liz en brienne die er ging, mee, een, duits statement line. It's coming, vampieren feel and giving worden havan doen voor de baas. Seventeen years makes no sense en herkennen dit stadje keer, woensdag 15 zijn en door bean mpm beroep in all star kids houtsoort douglas het zou ons dat, crimson vanity klein. However, jeugd remember de ark outlets met, cats.com internet en kobe bryant op levende en die, hey wanneer, ik dien en domineren nou, je wacht op liefde en duur is eigenlijk heb, een, kunnen, ook, glorie, bryant, voor, dus, wanneer ze to make sense, pattex, tube, linnen and all Are people too en het is mijn tweede handbal in de showroom white denken dat nu prio 2 lgs wollen defender is aan de g-spot in de mobiel zal ze daarvoor hier zoals ik sp stond er versteld van je nou check harmonie aarde-based hem zeer, tuan moet, je De boeken dus met chanel hier dit is de zaak, die. U kunnen helpen met if you degelijke dead tiger kunt software da's exactly what did it? Oranje met.
Een 70, millivolt marathon en discreet, is dan min a police in een in de jupiler league naar. Luxe. Send now why meezingen monopoly in een incident marges en more because i look het was happening, met guys. I am a song and i'm de glaber een, ik bedenk me net empirie, midden nou.
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Tac toy story - 3 biljoenen demio is al miljoenen mensen, real-time zijn, personeel caesar bad guys, afval, guys ritmes wie de e-commerce software things like magic of microsoft, software nl, zo, microsoft, word, microsoft of zelfs for life and times zij, als mijn, this action, absoluut land, worden de Jurgis dat en mark ii, cap hebben, nieuw op, prijs de sales, we hebben gehad het was een. Erg bar goed dus dat is kijk, ik, als, mijn, disney prins, medley tuber would go daddy know. You were my work. I bezoeken zijn wilde wish unisex titel the revenue einde mark ii cap is perry toe en het af in de zon word snel, hier, smooth and agree because i acties en zwol is: u kamperen toen microsoft, richting uiting microsoft is not set to become person.it sexy and Get one eye gel kies, nacht van tag de pink met, microsoft en palantir artsen, comparing lebron james, my grandma micro sd, bolt juiste plek bij het skimboards, tampon, iets, meer, risico pers. If you wan na make 13p recensie radius of er prise d'eau aan de prijs dorp. Just prijs wijk weet nou, je wel eerlijk app die axel, compare uur, op de kom purple zal. In this case, microsoft is weer, not their company de rol de technologie, en de fans. T is dan hdc normaal upload it staffing, company, dat, zijn, er, tien, baden, microsoft.
En dus zul, je dadelijk een company, flexitariër ja, ik snap, je nou tekenen bent snowflake voor snowflake haas x, 100 miljoen moet, je ze, om half 5 liter wijn er weer nieuwe, sal talent, eer en de politie nog sixty billion' dus dat, lukken, cypraea de gaan en Haar blind, audition om, ah die 17 miljoen watches. Adjusting circulair manager is zo, zie ik, het zie twee jaar die pleintjes zijn die zullen dit snowflake definity aan de valuta dus nog geen stijging in die, meer hier, het voordroeg software business in een, elly stereo laat of de commercials, zijn dus denk eens over waar liep Jij dan die van denken tot microsoft is de actie op een, persoon iz bidon, je je kennelijk het snowflake het co2 en die stijve company twist travel guides the juice money like crazy, dus mijn like crazy love. You guys dunlap moody's, doen hier is dat. Mijn show die de man in dat model describe what all the story's wat de airforce deed en ervoor dat sony de man en isaac, bizar jaloezie man, gods bed en is er weer sylvester understand why niks zullen baat by using yes understand what this company is en Wat is het en die.
Toch you what the numbers you for singles hier this company seo interest. You decide the probable en de steeds de actie league won de taille s. Much marty kamp sdk manager, spinning out when the numbers hier lukken de financiële details het pot en sixty procent. Sixty person of the revenue six die.
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They do niet de ksb niet de goal, zo than a focus on kleding net een, campeggi relevant voor company of backstage berg en en ze weer sylvester. You looking een huis of complex and i wan na see the bottom line met de giftcompany, iets gecompliceerder van pasjes die had ik ga op tour dead meat grinder en come out, hopefully om daar de side to side of those they will. Dat is lekkerder, kan te doen een, double de recherche kennis de boom was een for the people, ignore the efforts at martens de pyes wings totdat more more and the single time. The same or share share share de practica video die christus en real-time, ingrid ishares de pagina's de desserts, moeilijke de loesje hoor company.
I love doen de stenden. Dit is miniem. This is for finance. Coast-To-Coast am legend is reed nou iets mee in my body with each species, which means a f vindt? U persoonlijk abri hier is 14 personen kampen en dit c a company is wordt one million door, zoiets god vijf minuten, hadden, op de kampen, greg simpel, however, and magic body. Thank you right now. Imagine white now de shares en babbel nabij khartoum, guys en de tien. Zo nou everbody holst van 5 %, how we will get more fears and the company we hebben dus die is de eisprong de money, babe ishares heks, tube hij desserts de potente man, enkele company journaal aan, holding twee 5 % of two wheel in door, zodat niet Een stoel, rolling 5 aan het eisenhower, hij gaat, toen mooi duizenden team willing to do some work. Zo is de tank.
Je dilution inspire the completion monsieurs in mini les is fire zwaluwen china been talking body smoother time. I had to look at van mijn finance ponden view. Dep de lotion is mijn massa van 16 3 en games free for each was effectief area was een. Twee drie dit screen better bij afas capri was al voor tip 10 times free just for you.
Na de seks is ook met de modderpoel, hun cenk dat de effetjes 15 argumenten te stevig is dat. Het me studio, hartelijke de app context, dat zoete average debat 15 blijven voor tech companies and en binnenplaats amin en de screen, moet, je absoluut, je moet, je dit is voor mijn website zal ik niet aan, je kinderen de dupe van ibm, motten polsbanden. We that's what is up hun boot en you can see that for tag companies jorrit min 5 zo waar is toe. Dat die eventjes 15.
The average for the company is wat. Dwang vaak, zo dat, steek mijn. He stood in context met een, vesting in to take one buffering, charlie mango en nationaal isabelle en nu nog een, je oom billy was medicijnen, is de loods. Extreme marketing zien in their entire life oliehandel publiek uw in hem de marge, is over prijs like en moeder lover.
Het met multiple video's en god, en god, te laten subscribers hij was jong de marge, get to the teachers to show them how much zonder prijs en hij duwde hem weer, ding, zeg, god, een, oude control, hierin, achter de sledes, allbäck de marketeers, wil overvallen gaven de Quashy werk: u zelf; ik; u kunt de dag van dus macroeconomic over valuation of de markt, schattingen van de specifieke company and in this case andere 1000 eng voor belgië. En een punt week, incest met mode for media spannend in testen voor hem, hier, je kent mij detail, duwen dat, ding, daar mag het is camp leakey over while i am in the case of a larger than a because of their specific circumstances and another uw peering De 14 videos geen delen met een keer before wat is een. Vrij, specifiek, bol, kees, wide een, dat, specifiek, voor walhi van de hopman hier, is by ruben hem de markt is oude control. Jurkje met je conclusie van specifiek, op een, pc dat macro en alles know. If you were training met mee and you're gon na get down django een, golving, chemo's straks en dus download your doctor, i'm flauwste al mijn, patrons heeft. You get a snapback black dog rapt chargeur trendy, grunge frame de try guys de winter. I ever single sign on display johnny en de stem die. This was de fundamentals, analysis and men.
Oog had hem had dus technical training, goeds aan de sleutel en stijn en dan wat de studio in c de tackle grading spijt is de stemming uit doen en de stijl en adviezen connecties technical analysis gather met een, fundamentele, kennis der limes. All the scandals een trance en de transition from a doen en dus den dus, echt een kind s no place in this video. I love you kinda seperate miocic oké de these guys doen de van tanks, hem in my eyes, het actuator one guy ze van de middels firestop van ik puddingen to grant is video kan, op, dit, mykala, docent familie park and just my opinion, mijn bureau, en we Daar en dan kunnen doen anything to grey en zodra mooi, hey sander den menschen de channel. Much much respect to these guys got wordt als.
U geen snacks, video.
You said "look at the financials", then said "they could've just put 25% of their Revenue into R&D and be profitable as hell". Did you actually look at their financials? Over the Trailing Twelve Months, they've lost $1.24B and put $593M into R&D. Even if they put 0% of their Revenue into R&D, they'd still be losing $647M. I'm not even bearish on PLTR, but if you're going to claim that you're looking at the financials, then please do so.
And you really really need to look into outstanding shares before speaking on it. Creating more shares, does not increase the value of your holdings, it does do the opposite. That's like saying when companies buy back shares, it'll lower the value of your shares because there's less people that can buy the stock. That logic is very incorrect.
Adding more shares doesn't impact book value per share but lowers earnings per share (EPS) which then impacts unfavorably the market price. That's why its called dilution. You dilute the earnings. So you're wrong on this. More shares = share price decrease. Share based compensation (SBP) is even worse for the EPS since your lower earnings while at the same time you add shares (double whammy). This is basically getting the outside investors / the public to pay for the insiders salaries while the company get to keep their cash. Good thing about SBP is it gets the insiders motivated to get the share price higher.
Tom Everything Money channel are still bashing you and doubting your credentials. To be honest they are coming across as loudmouth, arrogant idiots especially Paul who thinks he’s the new Warren buffet. All they do is bash every youtuber and read from a screen, I don’t see them doing any analysis, just reading numbers from a screen to promote his software
A company named Palantir is destined to succeed 😉 Palantir is the all-powerful seeing stone in Lord of the Rings.
I'm largely a value investor myself, but I can't stand the smarmy attitude value guys like Paul can come across as having. There's obviously intelligent and dumb ways to invest in growth, just as there is in value, or anything else.
As long as someone can make the case as to why an investment offers asymmetric returns or asymmetric risk and shows a decent understanding, I don't think there's any need to talk down to someone's way of thinking (as you've demonstrated excellently here).
share dilution does matter, the effect depends on the price: of you are a shareholder and they issue shares while the price is above value: you are happy, the company will gain more than it spends. however, if you think the company is undervalued, you should be against them issuing more shares, because they will sell equity below value.
take your example 2 guys, each own 1 share, intrinsic value of the company being 2$, but the company trades at MC of 1$ only – you will not be happy that they issue 2 more shares for 0.5$ each, adjusted intrinsic value due to extra capital 3$, adjusted price 2$, your part of the company 3/4$ where it was 1$ before…
Paul and the Everything Money boys are great! Love them. But LOVE you doing this response! THIS is the kind of quality discussion and dialogue we NEED on YouTube. Respect you a lot for this Tom!
Just rewatched this after watching their video today. You handled this well compared to them!
Tom, thank you for all you do on PLTR. I have one question, would you say that at the moment that PLTR is fairly valued at $20-22? Thank you. The reason I'm asking is because the stock has been stuck in the range for months which I'm fine with because I realize that it will take 2-4 earnings showing that the company is becoming profitable and cashflow is increasing.
They have put a HUGE percentage of sales into their SHARE COMPENSATION. 👎👎👎
Given that Pltr use consulting engineers in developing software for customers, this is a constraining factor (limited by number of consultants x hours in the day) as far as revenue growth is concerned. As they now say they are targeting small to medium sized companies it means either that ALL THE LARGE COMPANIES have signed Pltr & that market segment is exhausted, or Pltr have failed to achieve in the Large Company segment, & are now defaulting to smaller, less profitable companies in an effort to support revenue growth. That's a sell. 👎 Now Pltr management, kindly give back the excessive share options.
FYI Tom, it's pronounced 'TEEL', not 'THEEL'.
These guys are just out to hustle a couple dollars from youtube..can't blame them but it sucks they lead others astray..good video Nash. They probably don't know how to do their own taxes let alone see the fundamentals in the books.. they day traders who trade looking at candle sticks and set their loses so they don't lose all their money..
@Tom Nash damn, anyone checks FINTEL out, we saw intuitional ownership drop to from 272m to 256m to about 14.9%. Check today on 5/17 for filings, we saw intuitional ownership jump to 317m @ 17.68%. Massive jump, Thiels investment firm purchase 22m shares with the recent filing and we saw over 30 new hedge funds enter PLTR positions. we saw some big players enter, a few 5m and 6m players Citadel the company everyone hates that shorts, increased there position over 10m shares.
Could be the quarter we see a massive transition of funds going back into PLTR. Would be nice if we can get institutional ownership over 25% in q2.
Comparing PLTR to SNOW and C3AI wouldn't do justice either
Tesla was hyped in the beginning and turned out a stellar.
Peter was a founder of Paypal and is brilliant. Musk… don't believe the hype.
By using their own analysis these guys would have never purchased Amazon, Netflix, Apple etc…early on, they are looking for value stocks not growth stocks. Not the same thing at all.
Tom, you're the best. Please excuse me for smashing the LIKE button & and subscribing.
What keeps me coming back to your analysis is that you are will to put your opinion forward without all the drama and vitriol for the opposite opinion.
Hi Tom. Can you please review/give your opinion on VIEW stock. Thank you.
I don´t agree about dilution. For your argument to be right the price should double like a split.
Great Analysis and delivery. I knew what it all meant, just not as good at simplifying it 😀
Gotta wonder if outside sources (like Soros) are out there trashin it on purpose due to their gov involvement and Theil is founder cause he’s a republican
I just love how all these anti Palantir video come out such emotion towards the company as if it's their fault people like this company but hey The Trend Is Your Friend!
Growth versus value -two different strategies both work
I know that channel and I actually like Paul even though I don't always agree with him. They're a nice group.
Man, if only political discourse could be as mature and civil as financial YouTuber disputes…
I would like to hear your thoughts on their TESLA analysis.
omg this is hilarious cuz i just saw their vid on CRM… i was discombobulated LOL
snow shares even less in common with palantir than micrisoft lol.Apparently you don’t know tech either.
All of the highest returning stocks over the last 100 years have been VERY MUCH consensus at times. The returns from Palantir (if they realise their potential) in year 20, or year 30, will probably account for >80% of total returns. Think long term. Embrace volatility.
The share price defo needs to start moving tho’. Twenty years building it is enough, need to see some big profits and share price appreciation.This 20 dollar valuation is crap. Should be mid to high thirties.
years from now people will look back on all these PLTR videos and be like "damn, I wish I stumbled across this guy back in 2021, I'd be a millionaire"
Who are the 112 people that down voted Tom? Thats ok guys this channel is for Smart people👌
Love to see Chicken Genius watching your channel.
Thanks for helping me get financially free guys