Hey, this is Tom and over the past few years, you know being a Paler investor after earnings was not always an easy experience. Not today, not today, sir. Today we're talking about great earnings, great results, and absolutely a fantastic Water By Paler now the stock is up 18% as of the making of this video. It might change, it might not.

It does not matter because what I'll tell you in this video is a few things. Number one: Everything about the earnings that you need to know. But more importantly, at the end of this video, I'm going to give you one thing that is absolutely gone under the radar. Nobody has talked about this nobody.

and yet this is the most important, most critical aspect of these earnings that I saw yesterday. That's going to send the company into the stratosphere and nobody has mentioned this yet. Which means it not priced in yet to the stock. which is a good thing for us, the long-term investors.

So wait until the end of this video. I'm going to blow your mind and if I don't comment below and say that I lied. Now let's talk about what happened yesterday and what's been going on with Paler for the better part of the year. So you know Paler is up 115% over the past year, which is a very impressive number.

and I kind of feel bad for the YouTubers and the influencers that have sold at the bottom just for some cheap clicks and clout. You know it is what it is. On the other hand, I don't want to celebrate prematurely I Don't think we have arrived. We have a lot of unfinished business here.

This is a marathon. It's a nice stop, but this is definitely not the end of the road so it's nothing to celebrate about. It's okay, but those will stay will be Champions Remember that now. What happened yesterday was very simple.

The earnings per share was in line. The revenue was a beat, but with 20% growth and really, really good guidance and that's what's driving the share price going up right now. We also completed five consecutive quarters of Gap of stability which puts Paler deep into that S&P 5 inclusion which is already priced in I Have no doubts about that, but what is not completely priced in is what's going on with the commercial sector of Paler. And more than that, a little bit later as I promised, believe me.

So, the commercial growth of Paler right now is 32% That's year of year, it's 133% quarter for quarter. It's massive. That is the growth engine of Paler. The government sector is still going to be there forever.

But the growth engine, the big numbers will come from the commercial sector, so that is where I want you to focus and I also want you to look at the deal flow of this company. so penter have closed 103 New Deals Worth 1 million or more in 2023. That is two times more than what they've closed in 2022. Now if you look at their balance sheet mindblowing statistics, look: $3.7 billion of cash, no debt, and four times more assets than liabilities.

Pener has easily the cleanest balance sheet in the stock market right now. Perhaps with the exception of Tesla nobody has it better. Nobody on top of it. Look at revenues 2.25 billion in 2023, 1.9 the year before, 1.5 the year before, and the guidance for 2.65 for 2024 with 40% growth in the commercial sector.

Now, if you focus on the US commercial sector, that is where you're really going to blow your mind because the US commercial revenue is up 70% year-over year, it's up to $460 million. Now the crazy part about this that just two years ago this thing was $21 million. so the company more than doubled its Us commercial Revenue in just two and a half years. That is absolutely insane, especially since I've already told you this is going to be the growth engine of the company and right now it's definitely firing on all cylinders, no doubt.

And I also want you to read the letter from Alex car because if you ever read a CEO letter to shareholders, read this one. This was his best. No doubt, he nailed it, He killed it. And and he absolutely I think exemplified what Paler is all about.

He talked about the importance of AI in the current business model of Paler and I want you to understand something Paler Unlike these other companies who are now you know, getting on board the AI train. Paler is a company that was built from the ground up to be an AI company before anybody knew what an AI company is. So if you're looking for an AI play, this is the original one. These are the guys who did it.

It's funny to me when people ask me, do you think it's an AI play Do you think the Pope shits in the woods? Come on. In 2023, Paler held 600 Pilots of AIP and 500 boot caps. That is five times more than the previous year. Way more than they expected.

The demand is insane. And for those of you who are kind of skeptical about this saying, well, Tom that's great, but it's not appearing on the revenues. So where is the money from all these new pilots and all these new boot camps? And that's okay. I Totally understand this question.

It's fair, but you have to understand that in software. especially in SAS There's a life cycle of sales when you get people through the door through boot camps through Pilots It's probably 6 months to 12 months until you actually see a dollar from these people. These things take a long time, a lot of approvals, a lot of R tape, a lot of process. So I believe we'll start seeing this probably in Q3 or Q4 of this year and by that point it will already be priced into the stock and people will pay premium.

and those who see it now and see it before it appears on the easy to digest stuff, they'll buy it cheap Now talking about buying a cheap look: When I started talking about this company I believe I was the first one to bring this company on YouTube and I got a lot of ridicule. People said I'm crazy and then it got worse because then the company dipped to $7 and then I was no longer crazy I was then just stupid and the clown and honestly I didn't care then and I don't care now I'm not bothered by that. My only Purpose with Paler was to make money I'm not un love with this company. It's not my life purpose, it's just a very, very good company at a extremely cheap price.

And the only thing I've been doing for all these years is buy Paler every single month I Buy it when it's high I Buy it when it's low when it's low I buy more when it's high I buy less I DCA and I do my Double Down DCA strategy when it dips a strategy which we teach by the way on our patreon Patreon.com Nash where we teach you in our Academy how to become a better investor because I don't want you to buy paler because I said so I don't want you to not buy paler because mainstream media told you it's bad stock I Don't want you to make any investment decisions based on what anybody else told you about this company or any other company. So join our Academy. there's a few spots left will teach you how to read balance sheets, how to read financial statements, How to read income statements, cash flows, how to do your own DCF How to become an actual proper long-term investor and not a sheep Because at the end of the day, that's simply just the goal of our Channel And if you want to take the next step, I'll see you on Patreon. Now a lot of people ask me.

well Tom what is this, uh, 18% thing, right? What if Paler doesn't hold it? What if it drops it like a ball and then we're all going to be sad and we're going to cry I Don't care I Don't care and neither should you. The beauty about being a long-term investor is that we don't care about short-term price swings. In fact, we get excited when the stock drops. We don't care.

So that's one of the beautiful things about being a long-term investor. about dollar cost averaging and about not paying attention to the noise. It's very liberating. I Highly recommend that now.

I Promised you in the beginning of this video that it's going to be quick, but I also promised you that I'll give you something that nobody else is talking about, which is critical to the success of this stock and this company which is absolutely under the radar right now and completely completely not priced in. Now you see, everybody understands that Paler has two lines of business: the commercial and the government. Sure, but nobody's talking about the fact that the commercial sector of Palente here is diverging right now. While we have the old Legacy clients which are important and they'll always be there, the new breed of client that's walking in through the door right now to Paler is a whole different Beast We're talking about the AIP clients.

The clients that coming in with better margins with better scalability with more total addressable. Market Clients are absolutely agnostic to whoever gives them the best solution. They're coming to Paler because they have the goods. These clients are coming to Paler because they want the best.

Paler is going to win the AI Wars simply because they don't care who's going to have the best generative. AI Llm. It doesn't matter. Paler builds the operating system on which any platform will work.

Any company in 5 to 10 years, this is going to be the biggest business in Corporate America and Paler is going to be the Quasi Monopoly running it exactly like Pet said in 0 To1. Identical. And the crazy part about this. nobody's talking about this.

Nobody's saying a word and this is not yet priced in. Now look at the numbers and you'll see this story. You'll see that I'm not blowing smoke up your bum. Revenues are up 20% You know this.

Look at operating expenses only up 3% Look at Sgna down 15% Have you ever heard of a company that gave you 20% more revenues with identical operating expenses and less Sgna? I've never seen anything like this. What about Q4 Q4 Revenues up 20% Sure Net Income: 100 million last year, same quarter 33 million. So net income goes by 300% from 33 to 100 while the revenues only go up 20% You seeing what I'm talking about here. The scalability.

The margins. Look at the gross margin up from 80 to 84% Look at the operating income. Operating income was negative 62 million Yest year now it's 65 million positive. Look at cash for operations 80 million in Q4 Just last year 301 million.

This quarter the margin just went up from 15 to 50% in a single year and nobody's pricing these things in now. Karp has talked about it. He alluded to it in the conference call and actually I did a whole super cut. 12 minutes of everything.

He said that's important. it's on my profile on X I am Tom Nash Go and watch it right now and when you watch that clip you'll notice he was cocky. He was arrogant, but he can back it up with the best of them. And he did.

What a quarter? What a year now look going forward. I Think the question for Paler is, you know what kind of price do you want to put on that? What's the price tag for Peter And a lot of people ask me Well Tom that's a great but isn't it too expensive right now? Well look look at price to sales if you don't believe anything I've said so far. just look at the price to sales. The price to sales for Paler shows me that it's not expensive.

Yes, it's not the cheapest stock in the market I Agree, but it's not expensive. It's still cheaper than Crowd Strike Snowflake Dator Cloud FR Z Scaler All these companies don't have half of the potential of Paler and they're more expensive on price to sales, which is the right metric to judge Sze companies. So the thing here about Paler is very, very simple: I Don't want you to buy it because I said so. that's not the point of this video.

That's not the point of this. Channel I Want you to do the research for yourself and make a smart decision. That's why I Built stock MVP Stock Mvp.com A platform that you can use to research stock yourself, not listen to the noise and minstry media and not buy it because some YouTuber told you to go to Stock Dmv.com try it for seven days for free and then I promise to you you'll fall in love with it. And if not, no harm, no fall.

Thank you so much I'll see you in the next one. Go blue and shout out to the paler management for a beautiful quarter.