PLTR CheaTweets [May archive]
Top-10 Tweets | Articles | Videos
My Top-10 Tweets 🐥:
$PLTR at $7.5 trades at ~23x EV/FCF 22E.
~30% Revenues growth.
~30% FCF Margin.
Cheap enough? 🤓
EBIT Adj. ~FCF for @PalantirTech.
$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.
$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. 🏋️♂️
$PLTR Q1 Stock-Based-Compensation is 33% of Revenues (37% in 21Q4).
"Normalisation processes" ongoing 👍
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 ✍️:
Palantir Q1: better than it seems. Gov. slowdown hides Commercial ramp up
Palantir Q1 Outlook: Crucial ER between Tailwinds And Headwinds
My Videos 🎥:
My Appearances 🎬:
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Arny, your insights are priceless! I’m honored to accompany you on this journey 💪🏽
awesome ... keep it rocking ...