PLTR STOCK: Critical Information You Need To Know ASAP
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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.
That is a complete proof that this cannot be consultancy. These are not consultancy numbers and anybody who does any type of numbers and due diligence and any type of financial background. This is like plain, vanilla, simple. These timelines cannot coexist with any claims of a consultancy business.
Any person you hear actually claiming that this is a consultancy business that can be scaled. Let them see this video and shut the hell up. My name is tom nash, and i quit my corporate job as a senior financial analyst to break down companies for you. There's one thing you need to know about me: i don't take from anybody hey.
This is tom and welcome to another episode of get the fud out of here and in this show, i'm gon na debunk. Yet another lie myth, fudd, whatever you want to call it about palantir. Now i've done this before with episodes where i completely tore apart any argument about alux carp actually selling shares, and i showed you why those are stock option exercises and tax driven executions there's a whole video. I did actually debunking that stupid myth.
You can go and check it out. The link is going to be right here and after i debunked that myth, they tried to claim that palantir is not profitable, that it's bleeding cash that it's in trouble and i made a whole video showing why they have plenty of cash. Their assets to liabilities ratio is one of the best in the business and why they're not cash flow negative in fact, they're cash flow positive, including some accounting principles, to show you why talenteer is definitely not cash flow negative and in today's video i'm debunking, probably the Most annoying myth of them all palantir is a consultancy, it's not a software business and hence it should be priced lower because you can't scale this business. It requires actual consultancy hours.
Now this myth is really annoying, because all you really need to understand how stupid it is is probably like a single brain cell. The reason being is that the whole idea behind studying volunteer is to create an automated platform as software not to sell consultancy hours, but we don't need to rely on concepts and ideas. I'm going to show you data, i'm going to show internal presentations from foundry users from palantir from airbus to show you why this argument is so moronic. It actually makes me laugh it almost as funny as watching my grandpa try to fold himself into 12 pieces when he's too drunk now check this out in this video, i'm going to show you financial data that proves that this cannot be a consultancy business and then I'll show you the real cookie, the presentation i got from a palantir foundry, skywise user - completely debunking this just by looking at this palette presentation you'll see that this is nonsensical.
Now i want you to take a look at the screen right now and i'm a numbers nerd. The only thing i know is numbers, so these numbers do not say it's a consultant business. These numbers say that this is a software business and i'll show you why in a second, so these are the quarterly revenues and the gross profit and the sg a expenses of the company. Now sgna is basically where you have the marketing the salaries and whatever. So, as you can see right here in the past eight quarters eight or nine. The revenues went up from 161 million to 341 million. That's a 111 increase, so we have an increase of 111 in revenues which in itself in two years, is kind of insane but hold on it's not about that. That's not the point of this video, so an increase of 111 percent in revenues.
So in a consultancy business you would expect to see complete correlation because, if you're working in the consulting business, essentially you need more employees to generate more revenue, but in the software business you have to see this difference and look at this gross profit went from 110 Million, in the same time, to 267 million the same time and that's a 142 percent increase in gross profit, so it was a consultancy business. This number would have not be real from 111 in revenues 142 in profitability increase so essentially as they get bigger and bigger. The gross profit is actually expanding, cannot work if you have a complete correlation like in a consultancy business. In fact, even if it was a great consultancy business, you would probably expect to see here 120 125 percent, but this huge difference - 145 increase in gross profit.
When all you did is increase in 111 percent, the revenues that points out that there is no correlation, that this business is completely scalable. Now, if you take a look at these sg a they grew from 176 to 282.. Now here's the kicker. This is a 60 growth, so all you needed is a 60 growth in your sg, a to get 111 revenues up and 142 gross profit up.
That is a complete proof that this cannot be consultancy. These are not consultancy numbers and anybody who does any type of numbers and due diligence and any type of financial background. This is like plain, vanilla, simple now, if there's any analysts that are looking at this and saying well, this looks like a consultancy. You should basically stop listening to them because they don't have an idea.
What the they're talking about what you're seeing on the screen right now are two presentations that i received from an employee inside an airline that shared this with me all the way down. You can see the aircraft a320, a330, a350, a380 and they're sending up data, and this data is generating the services, the predictive maintenance, the flight efficiency improvements, health monitoring, reliability, and this is how the flow actually looks like you have the service, documentation, sensors, maintenance data parts, Faults all the flight scheduling information, it flows through the different data infrastructures of foundry, essentially skywise, and it was generating the preventative maintenance. The materials management, essentially that i think erps and all the inventory, stuff fault, investigation and alerting that's actually, the safety route planning and scheduling. Essentially, that's efficiency and more and more - and i want you to read this - really carefully - data persistence, infinite, scalability, infinite, scalability, high networking performance. Can you see this? This is really important, but hold on a second i'll show you even more data. This is how a skywise timeline looks like if you joining the platform. This is your onboarding process. Let's go through it together, and i want you to see the timeline, because the timeline clearly shows you.
This cannot be consulted. Look at this cut-off date right here, onboarding and kickoff. Can you see this onboarding kickoff right here in the center? Let me highlight it for you: for those who didn't see it, onboarding kickoff right here, look at the date, one to two weeks, the preparation and then you're on boarding three to six weeks. Your onboarding ends within six weeks at the most, let's use three to six.
As the timeline here, three to six weeks, you're fully on boarded - and this has become service and support, does it sound like a consulting business? Is there any consultancy business in existence that takes three to six weeks to onboard the client and just send them to service and support from that moment on having him pay fees, it does not exist because it's clearly not a consulting structure, as you can see right Here, let's go through the initial engagement contract, signature onboarding kickoff on boarding in so obviously you have the introductions you meet with id cio, i'm guessing cio's chief information officer identify the priorities. I mean what support for this client blah blah blah. You sign the contract. The prep work is one to two weeks, one to two weeks.
I've done consultancy work in my life. One to two weeks is really really fast. Onboarding and kickoff actually starts here within two weeks. Three to six weeks is the onboarding weekly check-ins with project sponsor data integration.
Basically, the engineers are on location, that's true, and then you have the workflows, implementation, essentially you're on boarding the client to the system three to six weeks, you're done what you have as a client after three to six weeks. Is this skywise in service dedicated, volunteer contact? That said, they need one person an account manager, easy maintenance value, monitoring, skywise support, basically you're a software user. These timelines cannot coexist with any claims of a consultancy business. Any person you hear actually claiming that this is a consultancy business that can be scaled.
Let him see this video and shut the hell up. I've been tom. Thank you. So much appreciate the support from the channel members and the patreons.
If you want to join and support the channel, the links are going to be below much love to everybody. Go volunteer.
Currently $21.40, maybe wait until the merry band of insiders stop selling and cutting investors off at the knees.
Hi Tom can you please comment of palantir’s scalability? Tia. Long time fan!
Did you see that scathing article by Lou Carlozo on Investor Place. Im assuming he is just trolling.
Thanks Tom, great no BS video. Wondering if you could provide your opinions on Metromile(MILE), Coupang(CPNG) and Fisker(FSR). Thanks again
So it’s revenue and profits are up why is the stock price not up? When they care anything for stockholders that’s when the price will rise! right now they don’t
Tom I’m subscribed and I love your insight but I have a question. Can you address the insider selling over the last three months of PLTR? There have been 59 sales totaling over 292 million dollars. That’s a lot of selling!!
How have I not realized I never subbed until today!! Been watching your vids since you were at like 8k subs 😂.
why would you invest in anything after seeing what is happening with $GME. the stock market is a losing game. only a select few are on the right side.
PLTR is overvalued… Too much hype. There are much better stocks out there. Just need to search for them.
Been buying 50 shares a week for last 3 months. Getting to 1000 then selling far otm calls
Tom, thanks for the video. To clarify fully, please identify on your analysis where the FULL personnel cost (salaries+share options+tax thereon borne by the company+any other, bonuses, pensions, etc) is shown, and how it is increasing? On many presentations, their numbers exclude the large share option costs, which confuses & distorts. Thanks 🤙
This is typical Street behavior. Hate on a company you know is good because you don't want others in the stock. Those guys are utter dickheads.
I mean, you could debunk that with a video of gotham lol. Palantir embodies what it means to be a tech company
I thought PTLR has a consulting component due to the nature of the software. Foundry is an operating system and it needs consultants to train people.
Grandpa folding himself in half 12 times… love me a Rick and Marty reference!
Hey Tom, great video – do you think you can do an analysis on Digital Turbine (ticker symbol – APPS)? I've been holding this company for quite a while, but would like you take on its value and growth prospects.
Wallstreet hates they have a structure to not be taken over in anyway shape or form. They are the captain of their own ship!!! Plus they hate they didn’t handle the IPO. The constant neg PR campaign just means your doing something right while your revs, earning etc grow!!
Dear Mr. Tom Nash… I hope you enjoy a good sense of humor and enjoy the Vlogger song or rather, Poetry in Motion…. Here goes….
The Vlogger Song
This is our Planet!
Veeeeeeelogging
Veeeeeeelogging
That’s what we do around the world, this is our planet
Boomer Girl, Action Kid, the Ken Continuum, Walking Man Dude
And Johnny Strides glides across the sidewalk holding a gimbal
Veeeeeeelogging Superheroes
Downtown, uptown, across town, through the winding inner-city streets, we beat the street
In the summer sweltering heat, enduring the thunderstorms or nippy frosty winter day
Trudging through a forest path, Veeeeeeelogging is our passion
We are good to go with the flow as tall trees blow, leaves rustling as tambourines
Restaurants full of outdoor patios, the sounds of conversation and laughter
A variety of food cooking, the odor is tickling noses
Music is playing on patio speakers, ‘Kids in America’… ‘Summer of 69’… ‘We are the World’….
We ride our bikes, single-speed, ten-speed, or at light speed
Feeling the wind in our face, this is not a race, this is our Vlog
In the rural swirl, multi-coloured fall leaves raining we Vlog, we do not blog
Veeeeeeelogging
Showing the world through cyberspace, this is our planet
Picnic families, children playing, see the world around us
(Chorus)
This is our planet
This is our planet
This is our planet
This is our planet
Veeeeeeelogging our cities, our town and our planet
It’s the only world we got
This is our planet
(repeat song and chorus and fade out with “This our planet”)
Sincerely, Clayton Crawford…..Always in Good Taste… Cheers!
what do them numbers in brackets mean under operating income?
and what is the growth from june 2020 to sep 2020 in Percentage in operating income?
As a tech recruiter for many years, the presentation deck from a "client/ end-user" like Airbus has already confirmed PLTR is a software business given the fact that manpower deployed are project and technical leaders. Consulting firms, System Integrators don't usually deploy a team of the technical or project team 2 weeks after they sign the agreement. They will first deploy a solutions architect to build and design a solution that doesn't exist and a project team is more related to an "end product" (Excluding software integrations.) Second, consulting firms don't usually have the capabilities to handle aftersales tech support because they generate business from consulting and not managing the well-being of product integration. Last but not least, the keyword is platform and it resonates to SaaS – Software as a service charged via subscription-based. Yes Tom, I laughed at the logic of classifying PLTR as a consulting house.
Great video! Just bought 20 more shares from my monthly salary while the price is still low.
Nash I'm surprised you haven't talked about OGZPY one of the best Russian companies in Russia
Get the FUD out of here haha. Oh man. If grandpa only knew how good his little Tommy turned out.. but alas… he’s to far gone to even know you’re not the Eli Muskrat guy that’s putting satellites in the air to upload our brains with Neural Link
Good video. They build software platforms. You have explained the different uses the platform has for private and public sector in your other Palantir videos. They sell tools they have designed to organizations that have engineers who know how configure and maintain it and people who also know how to use it. Consultancies sell the implementation of software, often software they did not write. Palantir writes software. It does seem like a pretty important distinction.
The financials spell it out, but so does a basic description of the company one can find in many places. Your videos about Palantir are great. As a long-term prospect, I like them a lot too. Thanks!
PNTR will be $9.00 a share, RIDE IT DOWN YOU ALL. LISTEN TO NASH RIDE DOWN WITH YOU.
EVERYTHIGN IS GOING TO CRASH SOON, PLANTIR IS GING DOWN WITH EVERYTHING
So I sent you the DM on Twitter. If you don’t want to reply, it’s fine. In any event, can you do a video explaining how PLTR is different from ERP software companies like SAP? I get asked this a lot and can’t really highlight the difference – in my head, ERPs to some extent act like “operating systems”?
Great video like always! But how can we know this is a legit PLTR presentation and not one made up by the person that sent you it?
PLTR has two products; Gotham & Foundry.
PLTR is a platform company. They might have partnerships with consultants reselling their services.
Anyone who doesn’t get that is an idiot. There’s a reason the media is losing its validity.
Consultancy companies don't have their own products like gotham or foundry that they can sell to customers. If they did, then they would be software companies…
Thanks TOM for wonderful information on PLTR.. Can you provide some insight on BNGO.. I think it’s huge undervalued and would like to know your Honest opinion on it.
Watching Tom vids on .75 speed is fuckin hilarious LMAOOO!!1 Ur hilarious guy "all you need is a single brain cell" ur funny n straight up, cant ask for much more , ehh? Be well, mate! Ill be watching…. PLTR long term baaaa-bbbbyyyy
Great video as always Tom! I have a question, for software company, especially Palantir, what’s the difference between the R&D spending and employee wages since majority of the employees are the ones who are doing the “R&D”? Would tech company categorise software engineers’ salary as wages or R&D? Cheers
3-6 weeks is incredible! Most major ERP systems can take 6-18 months to properly deploy!
Tom, I am kinda curious how much % is palantir of your total portfolio? great video btw!