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Palantir: The Future of Data Analytics
Palantir's revenue is close to $2 billion, their market cap is $22 billion. 55% of their revenue comes from government agencies, only 45% from commercial. Their per unit cost is really expensive in the hundreds of thousands of dollars. They have a killer app or a killer product, but they need to figure out the go to market strategy.
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Teqnion as the newest addition to his portfolio. Hari’s pick, Palantir, has recently traded at a 52-week high after a preceding 80% drop, and Tobias pitches Virtu Financial, a value stock with strong cash flows in uncertain times.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:35 - The group’s takeaways from the Berkshire Hathaway shareholder’s meeting
06:00 - Why Hari is bullish on Palantir (Ticker: PLTR)
24:46 - Why Toby is bull on Virtual Financial (Ticker: VIRT) as a trade but not as a “buy-and-hold.”
41:37 - Why Stig has invested in Teqnion (Ticker: TEQ) as one of the five stocks he owns
58:21 - Which questions to ask management if you get the opportunity
01:17:07 - What the TIP Mastermind Community is and our plans to meet up in NYC in October
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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