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
10:54 AM · May 26, 2022
7 Reposts · 127 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR Mythology 📽️
"The CONSULTANCY" 🤓💻
Written by Wall Street.
1/2
5:55 PM · May 24, 2022
17 Reposts · 173 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR GOVERNMENT 📽️
"The Slowdown". 😳
Written by @CathieDWood
1/2
3:25 PM · May 19, 2022
22 Reposts · 204 Likes
Jackson@PalantirVision
$PLTR trading at half its DPO EV/Sales (NTM) price!
@arny_trezzi arnaldotrezzi.substack.com
2:32 PM · May 31, 2022
3 Reposts · 48 Likes
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.
2:19 PM · May 9, 2022
5 Reposts · 73 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR Q1 most important chart.
+40 new clients, o/w 37 Commercial.
11:42 AM · May 9, 2022
35 Reposts · 309 Likes
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.
2:09 PM · May 13, 2022
4 Reposts · 27 Likes
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. 🏋️♂️
2:09 PM · May 13, 2022
3 Reposts · 28 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR Q1 Stock-Based-Compensation is 33% of Revenues (37% in 21Q4).
"Normalisation processes" ongoing 👍
12:57 PM · May 9, 2022
17 Reposts · 178 Likes
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?🤠
1:10 PM · May 17, 2022
20 Likes
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 🎬:
Darntons@DarntonsMedia
Arnaldo's Italian Rant Towards Cathie Wood For Selling $PLTR
@arny_trezzi
9:28 AM · May 3, 2022
5 Reposts · 34 Likes
Emanuele🇨🇦20xVision.com@Emanuele20x
$PLTR
Can 1 contract change the game for our beloved?
The answer is simple :
5:28 PM · May 20, 2022
2 Reposts · 10 Likes
 | A guest post by
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Arny, your insights are priceless! I’m honored to accompany you on this journey 💪🏽
awesome ... keep it rocking ...