#LuisElizondo contribution to society will only be recognized decades from now
- First-person with credibility and confirmation both from US gov and intelligence community to provide info on UAP/UFO on same story with evidence and statements from involved personnel
- In the world, where so many bogus news are propagating about UFOs, he give a clear framework on how to set a high bar for screening
when and only when multi-source credible information exist and it can be proved with reasonable certainty that five of these characteristics exist
1) Anti-gravity lift
2) Sudden and instantaneous acceleration, beyond any since we know
3) Hypersonic velocities without signatures
4) Low observability, or cloaking
5) Trans-medium travel

This is brilliant, when applied with visual image & multi-source credible information
He also paved way for DoD to admit openly that there is some kind likely intelligence and technology that exists beyond the understanding of human knowledge realms

Last but not the least, he broke the stigma that govt has carefully orchestrated over the yrs on UFO sightings

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More from @sachinvats

Jun 7
“There will be bear markets about twice every 10 years & recessions about twice every 10 or 12 years but nobody has been able to predict them reliably. So the best thing to do is to buy when shares are thoroughly depressed & that means when other people R selling”
John Templeton
“It would be silly to expect every bear market to turn into the Great Depression. It would be equally wrong to expect that a fall from overvalued, to more fairly valued, couldn't badly overshoot on the downside.”

- Seth Klarman
“You need to know the market's going to go down sometimes. If you're not ready for that, you shouldn't own stocks. And it's good when it happens.”

- Peter Lynch
Read 8 tweets
Feb 17
$PLTR Outlook

Q1 2022

$443 million in revenue
Adjusted operating margin - 23%

For full-year 2022

Adjusted operating margin - 27%.
Per long-term guidance policy, as provided by our CEO

Expecting Annual revenue growth of 30% or greater through 2025
Cash of 2.3 billion$ and liability of 74 million$ only, No debt at all

$PLTR
Balance Sheet
Read 5 tweets
Feb 17
1st impression on numbers - just good enough, not great
Revenue is always the biggest Metric for me. They Did good on it, off course still not their for Big Daddy Quarters but that's the game
Would love to hear during earnings on the rationale of drop in adjusted operating margins - if it's due to sales and marketing effort, it could be OK as long as they show increase in revenue in future related to it
Read 4 tweets
Feb 17
Palantir Reports Revenue Growth of 41% for FY 2021, US Commercial Revenue up 102% Y/Y in FY 2021
Q4 2021 Highlights
•Total revenue grew 34% year-over-year to $433 million
•Commercial revenue grew 47% year-over-year
◦US commercial revenue grew 132% year-over-year
•Government revenue grew 26% year-over-year
•Added 34 net new customers in Q4 2021
•Loss from operations of $(59) million, representing a margin of (14)%, up 3500 basis points year-over-year and 900 basis points sequentially
•Adjusted income from operations of $124 million, representing a margin of 29%
Read 8 tweets
Feb 17
If U R thinking that Oil prices will decline and it will be cheap, please be advised the Oil supply is controlled to control the price, it does break away once in a while and sometimes dynamic breaks because of new entrants 'shale players' & outside events 'Covid' to revert back
Anyone who understands the concept of the FREE market knows that Oil prices are not driven by the FREE market and pure Demand and Supply dynamics and this is why it is meant to stay higher most of the times

The last 7 yrs of decline was due to new entrants that are tamed now
Also with so Trillionsof $$$ of oil, globally on the companies balance sheet, will not just disappear. The move to renewables is a violent transition and guess what who is getting in front of this transition now - O&G company - strategically placed to make most of both world
Read 5 tweets
Nov 15, 2021
Why I don't invest in ICE incumbents for EV exposure
- ICE incumbents have missed all key inflections point and key technologies breakthroughs in last 2 decades
- They are forced to move towards EV unwillingly when it became abundantly clear that EV is the way forward
- There are no clarity on the write-offs on ICE assets, restructuring and retrenchment cost and how the large amount of debt is structured and paid, while maintaining investment in EVs
- Despite large size and reach their aims and targets are a shadow of what $TSLA is aiming
- The current supply chain and dealership model is broken for the new reality
- inability to attract the best talent
- leadership with no proven track record of transition and innovation
- Focus on lip service to investors instead of game-changing moves
- focus on slowing things
Read 5 tweets

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