arcube Posted November 28, 2020 Share Posted November 28, 2020 +1 Anyone know how the folks over at hedgeye are doing ? Ha. I pay for one of their services and get value from it in tracking macro markets. But I am sometimes bemused by their analyst conclusions on individual stocks. They reversed on Peloton and Zoom after each had gone up multiples. Andrew Left also was short PTON—said it was worth $5 when it was $30. Didn’t work out too well. His short target for PLTR is $20 which is not all that bearish considering it’s 2x first post direct listing price... Link to comment Share on other sites More sharing options...
Spekulatius Posted November 28, 2020 Author Share Posted November 28, 2020 Anyone know how the folks over at hedgeye are doing ? Ha. I pay for one of their services and get value from it in tracking macro markets. But I am sometimes bemused by their analyst conclusions on individual stocks. They reversed on Peloton and Zoom after each had gone up multiples. Andrew Left also was short PTON—said it was worth $5 when it was $30. Didn’t work out too well. His short target for PLTR is $20 which is not all that bearish considering it’s 2x first post direct listing price... The idiots are not the hedgeye folks, but the people paying for this service. Link to comment Share on other sites More sharing options...
debtvulture Posted November 28, 2020 Share Posted November 28, 2020 A bit off topic, but when are people going to stop buying stock in companies with multiple classes of common stock? PLTR has three classes of common I believe - A, B and F. Class A will have 1 vote per share, Class B will have 10 votes per share and Class F will have a variable number of votes per share. Variable?!?! WTF. Dual or multiple-class ownership structure should be banned in public companies. Off my soap box now but had to get it off my chest. Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted November 29, 2020 Share Posted November 29, 2020 A bit off topic, but when are people going to stop buying stock in companies with multiple classes of common stock? PLTR has three classes of common I believe - A, B and F. Class A will have 1 vote per share, Class B will have 10 votes per share and Class F will have a variable number of votes per share. Variable?!?! WTF. Dual or multiple-class ownership structure should be banned in public companies. Off my soap box now but had to get it off my chest. As long as the exchanges, groups like ISS, and major indexes allow it, it will continue. Then again, even Berkshire has the B shares... With a co like PLTR, founders retaining control while they ramp up the business is a good thing IMO. This is also a business that can come under political crosshairs. And founder control is much better than having the risk of some hedge fund or PE group coming in thinking they can run things better... Link to comment Share on other sites More sharing options...
fareastwarriors Posted December 7, 2020 Share Posted December 7, 2020 nice pop https://www.cnbc.com/2020/12/07/palantir-jumps-17percent-on-report-of-44-million-fda-contract.html Link to comment Share on other sites More sharing options...
Pelagic Posted December 7, 2020 Share Posted December 7, 2020 nice pop https://www.cnbc.com/2020/12/07/palantir-jumps-17percent-on-report-of-44-million-fda-contract.html $8B in market cap for a $44M deal, love it. Link to comment Share on other sites More sharing options...
james22 Posted January 15, 2021 Share Posted January 15, 2021 Bought a little today. YOLO Link to comment Share on other sites More sharing options...
kh812000 Posted January 21, 2021 Share Posted January 21, 2021 Has this board turned into reddit/wallstreetbets ugh. Link to comment Share on other sites More sharing options...
james22 Posted January 22, 2021 Share Posted January 22, 2021 Ha. To the moon! Link to comment Share on other sites More sharing options...
james22 Posted January 27, 2021 Share Posted January 27, 2021 Demo: Impressive (all the more so for being pretty unpolished). I'll probably add tomorrow as it seems as opportunity (selling off to fund GME). Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted January 27, 2021 Share Posted January 27, 2021 Where is IBM at with its "Watson AI" doe? LOL.... Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 27, 2021 Share Posted January 27, 2021 Where is IBM at with its "Watson AI" doe? LOL.... What's up with the random text at 3:48? ;D Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted January 27, 2021 Share Posted January 27, 2021 Where is IBM at with its "Watson AI" doe? LOL.... What's up with the random text at 3:48? ;D Booty call for whoever uploaded this recording to YouTube Link to comment Share on other sites More sharing options...
Jurgis Posted January 27, 2021 Share Posted January 27, 2021 So basically this is the "nuke them from the orbit. It's the only way to be sure" video. 8) Link to comment Share on other sites More sharing options...
Spekulatius Posted January 27, 2021 Author Share Posted January 27, 2021 So basically this is the "nuke them from the orbit. It's the only way to be sure" video. 8) For best results, just give the laptop to your teenage son. Is this going to be released as a video game too? Link to comment Share on other sites More sharing options...
james22 Posted January 27, 2021 Share Posted January 27, 2021 Added at the open. Link to comment Share on other sites More sharing options...
james22 Posted January 30, 2021 Share Posted January 30, 2021 Palantir’s God’s-Eye View of Afghanistan https://www.wired.com/story/palantirs-gods-eye-view-of-afghanistan/?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link It's a recent article but talks about the technology that was in use in Afghanistan in 2012 -- almost a decade ago. It seems logical that by now, Palantir's offerings are way more advanced, although many of the capabilities are classified and in-depth data is not available for us. https://seekingalpha.com/article/4402224-palantir-high-risk-high-reward Link to comment Share on other sites More sharing options...
james22 Posted March 16, 2021 Share Posted March 16, 2021 Palantir is the anti-Google. https://seekingalpha.com/article/4414059-palantir-rising-war-in-garden-of-google Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted March 16, 2021 Share Posted March 16, 2021 I love this: However, Palantir’s focus is the same, no matter who its shareholders are, Karp (CEO) emphasized. “We’re in this for the long haul. If you are speculating or you’re thinking about this short-term, there are plenty of other things to invest in,” he said. “If you want something else, it’s a huge world. Buy some other stock. You don’t have to buy Palantir. No one is forcing you.” Link to comment Share on other sites More sharing options...
ANP301191 Posted March 17, 2021 Share Posted March 17, 2021 I love this: However, Palantir’s focus is the same, no matter who its shareholders are, Karp (CEO) emphasized. “We’re in this for the long haul. If you are speculating or you’re thinking about this short-term, there are plenty of other things to invest in,” he said. “If you want something else, it’s a huge world. Buy some other stock. You don’t have to buy Palantir. No one is forcing you.” Same, bought some more :D :D Link to comment Share on other sites More sharing options...
james22 Posted March 17, 2021 Share Posted March 17, 2021 Today's interview: Link to comment Share on other sites More sharing options...
watsa_is_a_randian_hero Posted March 17, 2021 Share Posted March 17, 2021 I bought more premarket. this is becoming one of my largest holdings. my base case scenario is for this to become of similar size/scope to oracle/sap/saleforce, but i think it hasn't the potential to become much larger Link to comment Share on other sites More sharing options...
Gregmal Posted March 17, 2021 Share Posted March 17, 2021 Any idea why this wasnt nearly as popular a couple months ago at half the price? Link to comment Share on other sites More sharing options...
watsa_is_a_randian_hero Posted March 17, 2021 Share Posted March 17, 2021 i dont know. I personally made my first purchase on the date of the direct listing 9/30 in the 10's. Nov 4 through Nov 25th is when it really had its breakout. I'm not sure why, as there wasn't really any news in that time. At the time of the direct listing, I debated taking a much bigger position on the company, like 10%. I was fairly certain the direct listing format would lead to gains over time (similar to others that have direct listed). However, as a value investor at heart, I chickened out based on the huge losses, risks of competition, risks of slow adoption due to switching costs and time to implement, and ultimately settled on less than 0.5% position. I've averaged up during this lockup expiry pullback as I've researched their products and saw q4 performance as I've kicked myself for not just buying more at the direct listing. still not a huge position, but a couple % in shares + some call spreads of varying dates. Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted March 17, 2021 Share Posted March 17, 2021 I like buying listings/IPOs that are "botched" where the insiders feel screwed: https://www.bloomberg.com/news/articles/2020-09-30/palantir-debuts-at-17-billion-value-after-long-awaited-listing?sref=i5h4hvUV Best part about the "botched listing": narrative: buying it shortly after the listing allowed you to buy it at about 5-6 year old valuation levels: Palantir ended the day with a market capitalization of about $15.7 billion based on its listed shares, according to data compiled by Bloomberg. On a fully diluted basis based on all the shares covered in its filings, the company has a value of almost $21 billion, in line with the $20 billion valuation private investors awarded it in 2015. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now