❌ No Performance, No Shares | Palantir Bullets #66

New Alex Karp interview, SBC crucial detail from the 10k

Arny Trezzi

and

Emanuele Marabella

Feb 25, 2024

Hi, I’m Arny. Please hit the ❤️ button if you enjoy today’s article.

Editor: Emanuele Marabella

Enhance the drama in the illustration of the abstract concept with two contrasting sides. On the left, intensify the scene by depicting the same person not only overwhelmed but now in despair, amidst a more chaotic environment where papers are flying and the computer screen is flickering erratically, symbolizing a severe breakdown in business operations. Amplify the stormy atmosphere with lightning strikes to add to the tension. On the right, modify the scene by having the treasure chest wide open, overflowing with gold coins and bills, shining brightly, emphasizing the grandeur of the reward now seemingly more unattainable due to the poor performance. The glowing aura around the chest should be more pronounced, and the transition from the dark, tumultuous left side to the luminous, enticing right side should be more dramatic, clearly illustrating the stark contrast between failure and the potential for success.

Last week:

Palantir CEO Alex Karp attended the FII Priority 2024 Summit (full interview) where he underscored a crucial factor to winning in software:

“In hardware, the value is having a community of people who are all very good. In software the value is having the one right person.” - Alex Karp, Palantir CEO

Palantir registered new 110mn shares related to the Equity Benefit Plan 2020. These new shares could be issued to employees according to the compensation plan. Only then they will generate a dilutive effect. This is not a capital raise.
Palantir released its Annual Report for FY 2023, which provided a new crucial detail on Stock-Based Compensation:

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Arny

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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Palantir Bullets

❌ No Performance, No Shares | Palantir Bullets #66

New Alex Karp interview, SBC crucial detail from the 10k

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Tweet of the week

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