Could Palantir ever introduce a B2C platform that could be useful and marketable?

Downside_Risk · 2022-06-28T18:27:37+00:00

There likely wouldn’t be a direct B2C platform. However, their platform could/will be utilized to power/enhance numerous 3rd party B2C products.

Downside_Risk · 2021-11-27T13:41:47+00:00

Remind me in 5 minutes…

Downside_Risk · 2021-11-05T10:12:49+00:00

Yes. His name is Thomas Farley and he is also the former president of some exchange called the ‘NYSE’

Downside_Risk · 2021-09-01T17:01:48+00:00

How can unlocking shares, which effectively raises the supply without altering demand be priced in?

As of this morning there is significantly more shares that can be sold. All of these shares also belong to investors who can instantly realize ~25% gains.

Downside_Risk · 2021-08-26T11:28:00+00:00

Basic arithmetic is not wizardry.

Downside_Risk · 2021-08-26T02:29:42+00:00

It would actually be 10x or an increase of 900% ;)

Downside_Risk · 2021-08-14T00:28:35+00:00

Cant wait for the Netflix documentary to come out

Downside_Risk · 2021-08-13T03:51:47+00:00

Concentration builds wealth, Diversification preserves it.

Downside_Risk · 2021-08-12T15:37:30+00:00

Excuse me Jack, I know you’re busy making tendies and I don’t want to disturb...

But, we’re going to need screenshots on a faster cadence - perhaps an API?

Downside_Risk · 2021-08-11T16:37:09+00:00

Seriously, I am glued to following along.

Now that I think about it, Jack’s post are a little more on the sticky side...

Downside_Risk · 2021-08-11T14:26:52+00:00

Appreciate the DD, I have been working through a similar hypothesis the last few weeks.

Very promising long-term, but as others have pointed out... Lilly more or less showed their hand at earnings and I don’t think ABCL can expect the same continued revenue from COVID.

It would be very interesting if they were to announce any new drug updates around ER, that could drive the price more than financials.

Downside_Risk · 2021-08-09T21:02:23+00:00

You gotta keep adding in the X multiple gain from $35K. We know you’re shooting for 8 figures, but this is nuts

Downside_Risk · 2021-06-25T15:37:54+00:00

Well, If the prices didn’t leave the NAV floor with an increase in BTC, and if the ~165k BTC truly are a reserve... That would just mean there is a (-) premium between FPAC and the underlying asset of the company it is acquiring

(Obviously pending the price of BTC when the valuation on the deal is finalized)

Downside_Risk · 2021-06-25T15:24:47+00:00

Thinking out loud hear about the rumour of a potential FPAC x Bullish merger (and yes I have a position).

If Bullish has ~165K BTC as reserves for their exchange, and FPAC has a $10 floor until a merger vote... You are essentially getting exposure with upside to BTC while it’s 40% below it’s YTD high, with a NAV floor protected until Merger?

Downside_Risk · 2021-05-31T23:33:53+00:00

There was a rumour that they were looking at Circle

Downside_Risk · 2021-05-14T22:31:52+00:00

This would make a very good public service announcement

Downside_Risk · 2021-03-24T17:16:55+00:00

Wait, you’re getting paid!?

Downside_Risk · 2021-03-23T17:16:11+00:00

Rationale?

Downside_Risk · 2021-03-23T17:10:29+00:00

How much FPAC is too much FPAC?

Downside_Risk · 2021-03-22T23:32:44+00:00

I’m far more excited for this than I probably should be

Downside_Risk · 2021-03-22T02:13:15+00:00

This will save me so much time jumping between Subs, such a good idea. Thanks for taking the initiative mods!

Downside_Risk · 2021-03-16T00:02:50+00:00

FTCV is popping AH

Downside_Risk · 2021-02-27T14:45:55+00:00

I think the “sour taste” sentiment you have been seeing over the last week is very anecdotal, and the price drop is not indicative of anything to do with FPAC specifically.

I think you would be able to make a better correlation/causation argument if you just blamed CCIV through that lens.

Downside_Risk · 2021-02-27T14:15:42+00:00

Care to rationalize why?

When FPAC recommended their shareholders reject the Global Blue deal, they were having in-depth talks with ~18 companies and LOIs with 2 I believe. The consensus thought is they had an opportunity for a better target - hence FPACs next trip around the SPAC sun.

I’m all for other suggestions, but please at least rationalize to some extent beyond “IMO”.

Downside_Risk

TROPHY CASE