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 ๐งต...
Not advice, collection of thoughts.
What do you like or think $PLTR needs to improve? Comment๐
@Invesquotes - "Xx/ Data is the new oil but oil is useless if you know where it is but youโre 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 youโve 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."
โข โข โข
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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. "
Some plausible ๐ฉ๐ซ๐๐๐ข๐๐ญ๐ข๐จ๐ง๐ฌ around emerging sectors, that I am happy to allocate towards.
โ๏ธ: Cloud computing
๐งฌ: Genomics
๐ธ: Fintech/digital banking
๐ฒ: Digital Ads
๐: Space
๐ฆ: E-commerce
โก๏ธ: Electric Vehicles
๐งต...
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).
๐งฌ: 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
5 powerful investing quotes, that will push you to think further and deeper, i'll start the thread with one to kick it off:
โI love quotesโฆ but in the end, knowledge has to be converted to action or itโs worthless.โ โ Tony Robbins
๐งต...
1/ ๐กโCompound interest is the eighth wonder of the world. He who understands it, earns it. He who doesnโt, pays it.โ โ Albert Einstein
Compounding returns over a long duration will enable you to create wealth over time ๐ธ
2/ ๐ก"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
- In hindsight buying these companies around the IPO produced exceptional returns โ (๐น๐ผ๐ป๐ด ๐๐ฒ๐ฟ๐บ ๐งต)
- The narrative probably stated they were overvalued the entire way โ (๐ฐ๐ผ๐ป๐๐ถ๐ฐ๐๐ถ๐ผ๐ป ๐งต)
๐งต 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