PLTR CheaTweets [May archive]

Top-10 Tweets | Articles | Videos

My Top-10 Tweets 🐥:

Arnaldo Trezzi @arny_trezzi

$PLTR is falling behind...😳 In a good way! 1/2

Arnaldo Trezzi @arny_trezzi

$PLTR Mythology 📽️ "The CONSULTANCY" 🤓💻 Written by Wall Street. 1/2

Arnaldo Trezzi @arny_trezzi

$PLTR GOVERNMENT 📽️ "The Slowdown". 😳 Written by @CathieDWood 1/2

Jackson @PalantirVision

$PLTR trading at half its DPO EV/Sales (NTM) price! @arny_trezzi arnaldotrezzi.substack.com

Arnaldo Trezzi @arny_trezzi

$PLTR at $7.5 trades at ~23x EV/FCF 22E. ~30% Revenues growth. ~30% FCF Margin. Cheap enough? 🤓 EBIT Adj. ~FCF for @PalantirTech.

Arnaldo Trezzi @arny_trezzi

$PLTR Q1 most important chart. +40 new clients, o/w 37 Commercial.

Arnaldo Trezzi @arny_trezzi

$PLTR Tripled its Commercial Client count 😲 In particular, US Commercial: • +136% Revenues YoY • 5x Clients = the new salesforce (~80 people) is delivering. US Commercial is the KEY DRIVER of @PalantirTech grow.

Arnaldo Trezzi @arny_trezzi

$PLTR Net Dollar Retention 126%, down from 131%, seems scary 😳 Unless we unpack it: • 116% Government • 140% Commercial ✅ = Commercial business is stronger than it seems. 🏋️‍♂️

Arnaldo Trezzi @arny_trezzi

$PLTR Q1 Stock-Based-Compensation is 33% of Revenues (37% in 21Q4). "Normalisation processes" ongoing 👍

Arnaldo Trezzi @arny_trezzi

The simple method I use is to incorporate $PLTR SBC by increasing the number of shares. = Dilutive effects become a “TAX” on future DCFs 💸 This way we: •Deal with "real" FCF generated by the company •Incorporate dilutive effects in the Share Fair Value. Better?🤠

My Articles ✍️:

• PLTR Buy Signals - A dive inside my playbook

• Seeking the Alpha - PLTR vs NOW

• Why 99% of DCFs Fail

• Palantir Q1: better than it seems. Gov. slowdown hides Commercial ramp up

• When will Palantir SBC ease?

• Palantir Q1 Outlook: Crucial ER between Tailwinds And Headwinds

My Videos 🎥:

My Appearances 🎬:

Darntons @DarntonsMedia

Arnaldo's Italian Rant Towards Cathie Wood For Selling $PLTR @arny_trezzi

Emanuele🇨🇦20xVision.com @Emanuele20x

$PLTR Can 1 contract change the game for our beloved? The answer is simple :