Literally started investing small amount in July of this year. Learning as I go. I have 1 share in Palantir as I guessed the name was from LOTR but knew nothing about the actual company.
Thank you for this. I think I’ll buy more shares now!!
This is an insanely well-written post and very thorough analysis. Love the approach of how you broke it down as to what it would mean for the company to become 1T market cap.
IMO B2C is a must for PLNTR. Perhaps not at this pint in PLNTR's development but soon. This will be huge and PLNTR need to get there before some other company does. Almost all trillion dollar companies have a huge B2C component. PLNTR is miles ahead of the competition as no one else comes close to doing what it does. Thats a given but not getting into the B2C market could be its Achilles heel as the successful company in that market could take the billions it makes and use them to come from behind and catch PLNTR in the B2B market. They are the best but they are not the corporate standard and until they are the corporate standard, danger lurks. IMO Disclosure - I own thousands of shares and will buy more.
In 10-15y we will probably get used to the "trillion companies" as I think many which are now in the $200-300bn range can reach that by compounding at 20%
Literally started investing small amount in July of this year. Learning as I go. I have 1 share in Palantir as I guessed the name was from LOTR but knew nothing about the actual company.
Thank you for this. I think I’ll buy more shares now!!
Glad you enjoy it, thanks for your support Vulkan!
I think PLTR could get there, and your excellent observations might be the roadmap.
I think they are going to find a way to get into smaller businesses that serve their largest customers for a nice, optimized supply chain.
Thank you JW.
My understanding is that they are developing the partner channel for this.
The idea being: huge clients -> direct relationship, small clients -> consulting partners.
Super thorough and thought provoking analysis.
Thank you so much Gagan!
This is an insanely well-written post and very thorough analysis. Love the approach of how you broke it down as to what it would mean for the company to become 1T market cap.
Thank you so much Amrita.
Breaking things down is often the key to have a sense of the whole picture!
IMO B2C is a must for PLNTR. Perhaps not at this pint in PLNTR's development but soon. This will be huge and PLNTR need to get there before some other company does. Almost all trillion dollar companies have a huge B2C component. PLNTR is miles ahead of the competition as no one else comes close to doing what it does. Thats a given but not getting into the B2C market could be its Achilles heel as the successful company in that market could take the billions it makes and use them to come from behind and catch PLNTR in the B2B market. They are the best but they are not the corporate standard and until they are the corporate standard, danger lurks. IMO Disclosure - I own thousands of shares and will buy more.
Thanks for sharing your feedback Marpy.
In my view exactly because they are not the corporate standard yet that a B2C side would only be distracting.
Once done that, it could make sense to explore the idea.
In 10-15y we will probably get used to the "trillion companies" as I think many which are now in the $200-300bn range can reach that by compounding at 20%