Understanding what $PLTR s/ware does is critical to assessing if its a good investment
A thread on their software...
Many shorthand's to help grok complexity of $PLTR s/ware. Central O/S for modern org platform that re-imagines how people use data. Central decision support infra 4 any org full stack data & analytics platform. Vertically integrated s/ware soln's that cover entire data lifecycle
COO Shyam Sankarn described Palantir as an "aggregator in the Ben Thompson sense of the word" in the company's first ever public investor presentation
Like GOOG is aggregator that helps users find what looking for across vastness of Internet, $PLTR is aggregator that helps 👨💼find & work w/ data across disparate systems. PLTR standardizes data, ontologizes it (building blocks that map business concepts to data) & keeps it secure
The next function an aggregator plays is bringing a critical mass of users onto the system. Palantir's Foundry and Gotham platforms are becoming the central place where enterprise users can make operational decisions and collaborate with colleagues on company data.
Once critical mass adoption of $PLTR achieved, the platform becomes most logical place to build apps. This creates a network effect where more users attracts more apps and more apps pull in more users, making Palantir extremely sticky in an organization.
$PLTR provides both a set of pre-packaged solutions for common business processes that customers can implement quickly (e.g., resource optimizer app, case management app) and low code/no code tools so citizen developers can build more custom apps quickly.
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I dont think Wall St gives $PLTR enough credit for its opportunity in AI
A thread...
The McKinsey Global Institute in 2018 forecasted that AI would deliver $13 trillion of incremental economic activity by 2030. Very few technologies throughout history have had this level of societal and economic impact.
McKinsey's forecasts call for an additional 1.2 percent of additional GDP growth per year through to 2030. As a comparison, the steam engine's boost to productivity of 0.3 percent per year between 1850 and 1910, and IT in the 2000s delivered 0.6 percent.
(1)Palantir used for BIG things: building safer cars, preventing money laundering, fighting hunger, lower carbon energy, accelerating cancer research. US military uses PLTR to plan and execute missions
(2) thesis for #PLTR - U either believe they have best s/ware 4 helping companies understand, decide & act on ever-growing treasure trove of data; or not. And, value $PLTR able to extract from messiness of co's data so important co's will pay headline grabbing sums of 💰
(3) Origin story
$PLTR founded to help 🇺🇲 government fight terrorism post 9/11, w/out infringing on civil liberties. Peter Thiel, Paypal co-founder had idea to use data driven methodology to help 🇺🇲 prevent terrorism. He tasked former law school roommate Alex Karp to be CEO
Thread on 1 of steadiest, under radar growth stocks.. #Hubspot...
#HUBS pioneered new form of mktg designed to adapt to how modern consumers shop. Inbound marketing has become cost-effective alternative to traditional outbound mktg method.
Can they compete in enterprise?
As fellow graduate students at MIT in 2004, Hubspot co-founders Brian Halligan and Dharmesh Shah noticed a shift in the way people shop and buy. Consumers were no longer tolerating interruptive bids for their attention — in fact, they'd gotten really, good at ignoring them.
With this insight co-founders created transformative way to market called "inbound", people don't want to be interrupted by marketers or harassed by salespeople — they want to be helped. Inbound marketing empowers co's to stop interrupting their customers and start helping them.
Im going to do short threads about some of my holdings over the next few days...first up #HomeDepot
$HD accelerated growth over the last 12 months has been turbo charged by Covid
A broader economic downturn and consumer spending shift into other discretionary categories as COVID resolves itself, could hinder $HD growth in the next couple of years. There are tailwinds that should help mitigate these macro concerns.
An aging housing stock & more permanent hybrid work post pandemic should sustain 🏡 reno & office space conversion projects. Even if tepid top-line growth, earning growth 4 $HD looks promising w/ its generous shareholder cash return policies & its digital transformation effort