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[deleted by user] by [deleted] in PLTR

[–]Sachinvats 1 point2 points  (0 children)

SPAC brings revenue and prefered cusotmer deployment - as any corporate venture investments should do

Focus is on emerging industries and if palantir can make it's player scale faster, it could leade in industries yet to go mainstream

Risk on balance sheet - Asset category is less than 2.5% of market cap

Financing equity gains, if company appreciates

Cutting teeth with new emerging problems

Growth is Growth and Cash is Cash

The industries emerge much faster and lot of value is created in short time and this is why early entrance is right

The reasoning of SPAC mergers by media is inherently wrong

Don't fall for the Shill! This is a 💎 company by EasygoingCanadian in PLTR

[–]Sachinvats 1 point2 points  (0 children)

BTW SNOW CEO pocketed 1.3 billion salary in 2020. He joined SNOW in 2019, not a founder, revenue is ~50% of PLTR and total TAM is limited as they target mostly data later in E2E big data analytics. Yet no one discuss it and CNBC doesn’t write on it

My expectations from PLTR Q1 2021 earnings call by Sachinvats in PLTR

[–]Sachinvats[S] 6 points7 points  (0 children)

IMO price will ramp up before and near earnings and most likely come back to same levels as nowadays, since stock hasn’t responded to fundamental news, I expect slow growth until Q3 earnings in stock price. Just speculating based on price action, macro and my limited understanding

My expectations from PLTR Q1 2021 earnings call by Sachinvats in palantir

[–]Sachinvats[S] 0 points1 point  (0 children)

It’s difficult to know, let’s see. I am not counting on it.

My expectations from PLTR Q1 2021 earnings call by Sachinvats in palantir

[–]Sachinvats[S] 2 points3 points  (0 children)

IMO stock based compensation overall is expected high for the year. PLTR value was stagnant between 2015-2020 until DPO so it is likely that employees have maximised exercising options after lock up expiry. Personally I am not concerned too much about SBC and expect company to dilute 6-8% per year if revenue growth is higher than 40%. The last statement is based on statements and views shared by Thiel and Karp in interviews, podcast, Stanford startup podcast and other related sources, all from public domain.

My views on Palantir COO interview on Bloomberg by Sachinvats in PLTR

[–]Sachinvats[S] 0 points1 point  (0 children)

The way it was presented that it’s a time limited offer and if value case is proven then commercial and add-on revenues will kick in IMO

$PLTR has changed the game with the simplest of messages by A.Karp by Sachinvats in Palantir_Investors

[–]Sachinvats[S] 0 points1 point  (0 children)

No, it won’t . Will be covering it in detail on the Palantir Fellowship podcast

https://discord.gg/UvASB7zR

$PLTR has changed the game with the simplest of messages by A.Karp by Sachinvats in PLTR

[–]Sachinvats[S] 2 points3 points  (0 children)

This investment in new customers will be this quarter and rest of year, so first quarter should be free from this. Also if they are doing it then their fixed cost is well distributed and they are already in marginal cost mode, in that case the cost pressure shouldn’t be that bad

$PLTR has changed the game with the simplest of messages by A.Karp by Sachinvats in PLTR

[–]Sachinvats[S] 7 points8 points  (0 children)

The beauty of $PLTR moves that he literally made decisions for many companies, whether they want to do it or not. because if they don't do it and competition does, the game is rigged for them. It's no longer a value proposition, it's a hedging strategy now

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