Rahul Profile picture
28 Aug, 10 tweets, 3 min read
๐Ÿšจ๐Ÿ—ฃ๏ธ $PLTR - Palantirians ๐Ÿ—ฃ๏ธ๐Ÿšจ

In the midst of writing a thread around DATA. A company I wanted to revisit popped up. I wanted to hear from some I know ๐Ÿงต...

Not advice, collection of thoughts.

What do you like or think $PLTR needs to improve? Comment๐Ÿ‘‡ Image
@Invesquotes - "Xx/ Data is the new oil but oil is useless if you know where it is but youโ€™re unable to extract it
Cont'd $PLTR helps big companies make sense of vast amounts of data and helps them transition in a frictionless way. Most companies will end up needing its services."
@Mayhem4Markets - " $PLTR Foundry allows businesses to aggregate disparate silos of information, analyze them, and gain actionable insights which can improve efficiency, execution, and help to build a durable competitive advantage."
@mwscott004 - "Predictive maintenance and predictive trouble shooting beyond human comprehension."
@MT_Capital1 - "The ability to turn order into chaos. If youโ€™ve ever worked with data in any capacity, especially within a big enterprise, you understand the ...
fragmented nature of data as a whole. Palantir is a feasible solution for what would otherwise take years to develop in-house"
@DominicRinaldi9 - "I like the large and quick ROI that all facets of a business can receive by using $PLTR Foundry software. This software makes running business easier."
@InvestiAnalyst - " $PLTR could be one of the largest companies in the world by 2030.

The world would be immersed with data over the next decade.
$PLTR has built a fully vertically integrated platform that will be needed by the largest companies to enable them make smarter data-driven decisions."

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More from @rhemrajani9

29 Aug
๐Ÿ’น๐Ÿ“Š ๐‘ซ๐’‚๐’•๐’‚ ๐’‚๐’๐’… ๐‘ฉ๐’†๐’š๐’๐’๐’… ๐Ÿ“Š๐Ÿ’น:

The amount of data that will be created over the next decade, will change the way we consume, analyze, store, visualize and receive it.

$NET $CRWD $TWLO $SNOW $PLTR $SMFR $FB $GOOGL $AMZN $MSFT $SQ ๐Ÿงต๐Ÿ‘‡...
1/ "In the coming decade, data will continue to beget data, to break boundaries, to drive innovation and profits, and create new challenges and concerns. "

Source - forbes.com/sites/gilpressโ€ฆ
1a/ cont'd: "Over the next few years, a new catalyst will be 5G networks, and by 2030, 6G networks with speeds of 1 terabyte per second."
Read 14 tweets
7 Aug
Many want to find the next $SE, $AMZN, $SQ, $SHOP, $TSLA, $NVDA, etc

To find long term winners, I believe its crucial to ๐—ฐ๐—ฟ๐—ฎ๐—ณ๐˜ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ผ๐˜„๐—ป ๐—ฝ๐—ฟ๐—ผ๐—ฐ๐—ฒ๐˜€๐˜€!

Question I asked some of the best contributors on FinTwit, here's what they said ๐Ÿ‘‡๐Ÿงต... Image
@AnthonyOhayon - "Look for what you donโ€™t see clearly at first."

@AviNMash - "Zig when others zag"

-Tony and Avi - @PoundingDaTable ๐Ÿ‘Š ImageImage
@BrianFeroldi - "Watch the business, not the stock." Image
Read 23 tweets
5 Jul
Some plausible ๐ฉ๐ซ๐ž๐๐ข๐œ๐ญ๐ข๐จ๐ง๐ฌ around emerging sectors, that I am happy to allocate towards.

โ˜๏ธ: Cloud computing
๐Ÿงฌ: Genomics
๐Ÿ’ธ: Fintech/digital banking
๐Ÿ“ฒ: Digital Ads
๐Ÿš€: Space
๐Ÿ“ฆ: E-commerce
โšก๏ธ: Electric Vehicles

๐Ÿงต...
โ˜๏ธ: By 2025, 50% of enterprises will adopt intentional multicloud where they use cloud services from multiple public cloud providers for the same purpose (up from fewer than 10% today).

Names I like - $MSFT $TWLO $NET
Source - bit.ly/36dmMwK
๐Ÿงฌ: Generating and analyzing a complete human genome sequence will be routine for any research laboratory, becoming as straightforward as carrying out a DNA purification.

Names I like - $BEAM $CMLF $GRPH
Source - bit.ly/3dNEZWa
Read 9 tweets
1 Jul
Never posted a month end portfolio update, but figured I can add more value writing a mid year ๐Ÿงต on all my 2021 ๐Ÿงต's.

Some of the names I own that are discussed: $SE $NET $PINS $TWLO $AGC $CCIV $BEAM $FVRR $ABNB $SQ $SOFI $ETH and more!
15 companies + their mission statements, that I really like for the next decade:

Read 13 tweets
27 Jun
5 powerful investing quotes, that will push you to think further and deeper, i'll start the thread with one to kick it off:

โ€œI love quotesโ€ฆ but in the end, knowledge has to be converted to action or itโ€™s worthless.โ€ โ€“ Tony Robbins

๐Ÿงต...
1/ ๐Ÿ’กโ€œCompound interest is the eighth wonder of the world. He who understands it, earns it. He who doesnโ€™t, pays it.โ€ โ€“ Albert Einstein

Compounding returns over a long duration will enable you to create wealth over time ๐Ÿ’ธ
2/ ๐Ÿ’ก"Know what you own, and know why you own it." โ€” Peter Lynch

Try finding companies that you enjoy learning more about and develop your own investment thesis. Its more fun when you are rooting for companies you are more knowledgeable on. Concentration
Read 8 tweets
20 Jun
7 years, 8 IPOs - couple things I learned

- In hindsight buying these companies around the IPO produced exceptional returns โž” (๐—น๐—ผ๐—ป๐—ด ๐˜๐—ฒ๐—ฟ๐—บ ๐Ÿงต)
- The narrative probably stated they were overvalued the entire way โž” (๐—ฐ๐—ผ๐—ป๐˜ƒ๐—ถ๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐Ÿงต)

๐Ÿงต below
1/ 2014 : $BABA

IPO open price for retail - $92.70
estimated market cap at IPO - $~225b

Close price on 6/18 - $212.30

Do I own: No
2/ 2015 : $SQ

IPO open price for retail - $11.20
estimated market cap at IPO - $~4b

Close price on 6/18 - $237.05

Do I own: Yes
Read 12 tweets

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