📊 26 Secrets of Palantir Investors
Palapolls have spoken.
Editor: Emanuele Marabella
Hi, I’m Arny. Thank you for joining 3.524 investors. Please hit the ❤️ button if you enjoy today’s article.
Ladies and gentlemen, boys and girls, welcome to the electrifying world of information and insight.
Welcome to Palapolls!
I'm Arny, your host, and today, we've got something truly special in store for you. I've been busy behind the scenes, conducting polls on the powerful Palantir platform, and tapping into the collective wisdom of our incredible audience.
The results are in, and let me tell you, they are nothing short of mind-blowing!
Today, I'm thrilled to share the results. Get ready for a quick dive into the pulse of public opinion, where surprises and insights await.
Without further ado, let's unveil the secrets of Palantir poll results!
We will explore:
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Let's delve into our first topic - investing conviction:
52% of the people have at least 1,000 shares, or $18k at the current price. They are rich!
Most investors are in profit and leave the pain of 2022 behind.
53% of people have at least 25% of the portfolio in Palantir. Talk about conviction!
Most shareholders bought Palantir at DPO or soon after. This shows loyalty!
Investors have a very long time horizon of 10y or more. Will they really hold on through the volatility?
Now, let's uncover the shadows of our minds with our second topic – Hidden Fears:
Investors don’t fear price drops. Imperturbable!
Restoring Growth after the relatively weak quarters seems to be the main worry.
Microsoft is perceived as the most dangerous threat.
Despite Microsoft being seen as the key threat, shareholders are not scared.
Most investors accept Stock Based Compensation as “necessary pain” to attract the best talents.
I explained how SBC works and why it is essential in this article:
And now, onto our third compelling topic – Business Developments:
Investors believe Palantir has an untapped potential as it can unlock by improving its sales capabilities.
The path to $1 trillion seems to require a “consumer product.” Is it truly needed?
I shared my thoughts on the topic in the following article:
Palantir should not split the Commercial side from the Government side.
Interestingly the % of people believing the Commercial side should be spun off decreased from 27% last year:
I wrote a detailed article on the topic:
The Army is seen as the “coolest Government partnership.” Frankly, not surprised.
Ferrari is seen as the “coolest Commercial Partnership.” The “Partners in Ultimate Performance” commercial hit some hearts!
Investors love AIP! AIP is the newest platform to leverage generative AI.
In this article, I explained how Palantir seeks to dominate the AI sector:
There is no doubt for shareholders: Palantir will be the first Software Prime.
Brace yourselves for our fourth captivating topic – Future Expectations:
Investors expect a 20% annualized return from Palantir. Ambitious, yes; is it also feasible?
This result is in line with the general yearly expected return from investors:
FCF Margin is expected to stay top tier at above 30%. Is this a company or a cash machine?
Revenue growth is expected to rise to 20-29% for the next 5y. The bar is high!
20-35x FCF multiple is seen as the fair value for most. A considerable 32% of people believe Palantir deserves a multiple that is 2x that!
Financial freedom is the ultimate goal of Palantir investors. Will Palantir help them achieve it?
And to finish our session let’s move to leadership perception:
You can’t think of a better CEO than Karp:
Among the 1,000 skills, it seems Karp shines in predicting the future!
Most investors believe Peter Thiel sees Palantir as a passive investment.
Palapolls have spoken
And there you have it, folks! The Palantir polls have spoken.
From the cutting edge of technology to the heart of societal debates, your opinions have painted a vivid picture of the collective mindset:
You are convinced for the long term.
Microsoft is perceived as the most severe threat, but you sleep well.
There is an untapped potential, but you are confident in Palantir’s future success.
The return expectation bar is high, but not out of reach.
You love Karpetto and his ability to predict the future.
Do your feelings and expectations align with the results?
Keep the conversation alive as your opinions matter. Remember, the power of Palantir lies not only in the data but in the community that engages with it. Thank you for being part of this thrilling experience.
This is Arny, signing off from the world of Palantir poll revelations!
Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.