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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 .
$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 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?🤠
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