Why subscribe?

Hi, I am Arny 👋

I am a full-time investor and a former equity research analyst.

Palantir Bullets will help you spot asymmetries between perception and reality on Palantir Technologies (PLTR). I’ve been religiously studying the company since 2020, and, as an investment, it has generated me over a 10x return.

Every week you will receive a free weekly update on Palantir’s developments and occasionally in-depth research on Palantir’s financials; strategy; valuation.

Here are some popular deep dives you will enjoy:

• What is Palantir?

• The Woodstock of AI: Inside Palantir's AIPCon;

• Why 99% of Palantir’s DCFs Fail;

References on my work:

• Shyam Sankar (Palantir CTO)

• Chad Wahlquist ( Palantir Forward Deployed Architect)

• Louis Mosley ( Palantir Head of UK)

• Joe Lonsdale (Palantir Co-Founder, 8VC Managing Partner)

• Chamath Palihapitiya (Social Capital CEO)

• Tom Lee, CFA (Fundstrat Head of Research)

• Kyle Harrison ( GP Contrary Capital,

  Investing 101
  author)

• Owen O’Brien (Palantir employee, Strategic Accounts)

• Paul Carrington (Palantir employee, Strategic Accounts)

• Wendy R. Anderson (Palantir Senior VP of Federal, National Security)

• Edwin Dorsey
  (
  The Bear Cave
  , leading Substack with +50k subscribers)

• Fast Company (Online Media brand with ~2,2mn subs on X)

• CJ Gustafson (Startup CFO,

  Mostly metrics
  Author, +30k subs)

• OnlyCFO (Finance executive,

  OnlyCFO's Newsletter
  Author, +9k subs)

• Rihard Jarc (Tech investor,

  UncoverAlpha
  Author, ~27k subs on Twitter)

• Maverick ER (Value & Growth Investor,

  Maverick Equity Research
  Author)

Maverick Equity Research 🇺🇦✌️🇺🇦 @Maverick_Equity

@arny_trezzi 10 people paying voluntarily without a hard paywall for research is amazing! High quality speaks for itself = when one does a Reverse DCF (especially for growth stocks) to see how much does the market price in, clearly a diligent & honest take. Kudos ! 👇

Arny Trezzi 🐬 @arny_trezzi

Is $PLTR at $7 implying too much negativity? New article👇 https://t.co/ZtSnkO7XTC

1:48 PM ∙ Sep 7, 2022

• Palantir Vision (Palantir’s biggest dedicated channel with ~45k subs on YouTube)

Palantir Vision @PalantirVision

@arny_trezzi Thanks for the help, @arny_trezzi. I have transitioned my model from using SBC expenses and fixed shares outstanding to using Adjusted figures and increasing share count as the "tax." My analysis was already taking account for the SBC practice but I like it better this way!

9:33 PM ∙ May 17, 2022

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6Likes1Retweet

• Punch Card Investor (Investor working in PE,

  Punch Card Investor
  Author)

Punch Card Investor @punchcardinvest

@arny_trezzi @OvidiuGSB @PLTRillion fair enough. but yea something to think about i guess good convo. and good articles by the way :)

1:28 PM ∙ Oct 11, 2022

• Keith Fitz-Gerald (Investor and Analyst, 25k subscribers)

• Compounding Quality ( 324k followers on X)

  

• What other substack authors say:

• What readers say:

You can reach Arny at:

• X

• LinkedIn

• YouTube

• Substack

Disclaimer & Disclosure

Palantir Bullets is not investment advice. Any assertions made in Palantir Bullets represent the author’s opinion. Arny Trezzi, Palantir Bullet’s author has shares in Palantir Technologies (NYSE: PLTR 0.00%↑ ) .