Key insights

• 📈 Palantir stock hit an all-time high of $66 but has since dropped significantly
• 📉 Following daily price action of stocks is not beneficial for long-term investing
• 💹 Palantir has seen significant gains in 2024 and a breather or correction is to be expected
• 💰 Palantir's market cap is at $140 billion, comparable to companies like Snowflake, L Martin, and Ron
• 🤔 Opinions within the Palantir community are polarized between cheerleaders and haters
• 💸 Consider taking profits if you're unable to handle short-term market volatility
• 🚀 Encouraging long-term perspective on Palantir's growth potential, Quasi-monopolistic position in the AI market
• 💡 Highlighting the long-term potential of Paler despite short-term valuation concerns

Q&A

• What investment strategies and advice are recommended for Palantir investors?

  Investors are advised to invest in great companies regardless of the stock price, use dollar-cost averaging to buy at all times, and hold long-term without trying to time the market. Additionally, viewers are encouraged to join the Academy for access to investment strategies and lectures.

• What are the highlights of Palantir's rapid revenue growth, scalability, financial performance, and market potential?

  Palantir's impressive revenue and operating income growth in the past three years are emphasized. There has been a rapid increase in free cash flow and net income, with declining debt. The emphasis is also placed on the scalability of Palantir's business model. Additionally, caution is advised against FOMO and panic in stock trading, discouraging attempts to time the market. Furthermore, Paler's growth potential is compared to that of Microsoft in the past, with an emphasis on the long-term potential over short-term valuation concerns.

• What are the factors driving Palantir's long-term growth potential and attractiveness as an investment?

  Investors are encouraged to maintain a long-term perspective on Palantir's growth potential, which is driven by its quasi-monopolistic position in the AI market, strong growth rate, and scalability. The company's attractiveness lies in its massive moat, minimal competition, and alliances with major industry players.

• What advice is given regarding handling short-term volatility and potential overvaluation of Palantir?

  Investors are advised to consider taking profits if they are unable to handle short-term market volatility. Additionally, it is mentioned that Palantir may be overvalued and could correct by 30% due to market euphoria, emphasizing the importance of understanding one's risk tolerance and investment strategy.

• What is Palantir's market cap, and what are the key insights related to institutional shareholding and potential upside?

  Palantir has reached a massive $140 billion market cap, with institutional shareholding increasing to above 50%. Despite a high PE ratio, the stock is seen as having a 10x upside potential. However, opinions within the Palantir community are polarized between cheerleaders and haters.

• What is the significance of Palantir's stock hitting an all-time high and subsequently dropping significantly?

  Palantir's stock hit an all-time high of $66 but has since dropped significantly. Following daily price action of stocks is not beneficial for long-term investing. The stock market can have irrational day-to-day swings, especially with volatile stocks like Palantir. Palantir has seen significant gains in 2024, and a breather or correction is to be expected. The speaker stands behind a $500 price point for Palantir.

• 00:00 Palantir stock hit an all-time high, dropped significantly over the past few days, and the speaker emphasizes the need for perspective and avoiding knee-jerk reactions to short-term market fluctuations.
• 02:44 Palantir has reached a massive $140 billion market cap, with institutional shareholding increasing to above 50%. Despite a high PE ratio, the stock is seen as having a 10x upside potential, but opinions on it are polarized within the Palantir community.
• 06:08 Consider taking some profits if you can't handle short-term volatility in the market. Palantir may be overvalued and could correct by 30% due to market euphoria. Understand your risk tolerance and investment strategy.
• 09:07 Investors are encouraged to maintain a long-term perspective on Palantir's growth potential, which is driven by its quasi-monopolistic position in the AI market, strong growth rate, and scalability. The company's attractiveness lies in its massive mode, minimal competition, and alliances with major industry players.
• 12:06 Paler's rapid revenue growth, scalability, financial performance, and market potential are highlighted. FOMO and panic in stock trading are discouraged, emphasizing the risk of trying to time the market. Paler's similarity to Microsoft's growth is pointed out, emphasizing long-term potential over short-term valuation concerns.
• 15:36 Invest in great companies regardless of the stock price, use dollar-cost averaging, and hold long-term. Join the Academy for more investment strategies and lectures.