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$GRAB Grab is a Singapore-based superapp offering services such as ride-hailing, food delivery, and digital payments across Southeast Asia.
Core elements to their moat:
- Grab customizes services for each Southeast Asian market.
- Its super-app integrates transport, food delivery, and payments.
- Strategic deals, like their deal with Uber, strengthen its position.
- They support financial inclusion with payments and microloans.
Feb 9, 2022 • 12 tweets • 3 min read
PALANTIR $PLTR --
What happened yesterday with a Palantir SPAC, Tritium Charging, and Joe Biden cannot be understated.
Let's really break it down:
The EV revolution is here. Biden and any president wants to look good by fulfilling their CC agenda AND providing new jobs.
Mainly jobs.
More jobs = more votes
So how do you get more jobs AND fulfill CC....
Feb 8, 2022 • 4 tweets • 1 min read
PALANTIR - PETER THIEL STEPPING DOWN FROM $FB BOARD.
What does this mean for $PLTR -
Short answer: maybe some negative publicity/harder time selling going forward if Thiel goes super public into supporting Trump (given media's disdain for Trump)
but....
long term - I don't see this as an issue.
Karp being a self described socialist and Thiel being a full fledged libertarian created one of the most amazing companies: Palantir.
They are total opposites. But they got along. They executed. And now palantir is in growth mode...
Jan 16, 2022 • 11 tweets • 3 min read
ARE GROWTH STOCKS ( $PLTR $SOFI $OPEN $TDOC $ROKU $ZM $DKNG $U $SQ $COIN $HOOD & more) in a 1999 Dot Com Bubble?
Most have had their valuations sliced in half, if not by more.
Short answer: NO. This is not a dot-com bubble, and the numbers prove it...
Lets deep dive:
First, it's important to understand what happened during the dotcom bubble.
Netscape was the first big internet company going public - & they were a portal into the internet via a broswer.
Stock price goes from $28 to $58 first day and they reach a $2.3B market cap in minutes.
Jan 15, 2022 • 4 tweets • 1 min read
imagine if $nflx challenged for audio and created netflix music and signed artists exclusively with no record lables, paid X dollars for an album to keep exclusively forever, and created a netflix of music
artists wouldnt be able to stream on other apps, but…
they’d make a lot more money.
now, people may say that they give up their masters forever, couple of easy ways to resolve this:
1. Their masters likely wont be that valuable unless they get taylor swift big so the cash up front and invested in the $spy is better
Jan 15, 2022 • 8 tweets • 2 min read
PALANTIR $PLTR -
Palantir announced another product offering this week - a universal operating system for Eletric Vehicle Charging Stations.
EV is the future. Palantir won't be making EV cars, but they will be attacking other parts of the market.
Let's discuss:
EV's need to get charged. In order for them to be charged, there needs to be a MASSIVE infrastructure shift over the next decade with new charging stations.
These stations aren't as easy to build as gas stations.
Jan 14, 2022 • 7 tweets • 2 min read
PALANTIR $PLTR just helped a startup named Chapter raise a $42MILLION Series B Funding Round.
This has all been part of the master plan of "Foundry For Builders."
Let's discuss how their going to turn startups into their biggest clients and explode in the mid-size biz sector:
Foundry for Builders is Palantir's way of attacking companies that aren't doing billions in revenue, which are a lot of companies. It's primarily aimed at startups.
These startups need to be on the cutting edge of data and trying to integrate their entire startups around it.
Jan 14, 2022 • 7 tweets • 2 min read
PALANTIR $PLTR --
Just announced their certification program to standardized and normalized Foundry across the enterprise.
This is big. The stock price won't be affected but long term investors should understand exactly what they are setting themselves up for. Lets discuss:
A certification program in the IT sector is so important because it allows employers to have standards.
If you are certified in $goog $fb ads, you can easily get marketing jobs.
Employers have clear expectations and certifications allow that.
Dec 28, 2021 • 8 tweets • 2 min read
PALANTIR $PLTR:
If you are investing in Palantir, it's important to understand the philosophical plan that is underneath the foundation of the company.
This is the philosophy of Peter Theil, going from Zero to One.
/thread
Zero to One was Peter's best seller released in 2014.
The concept behind the book was around how to create businesses that don't need to compete with other businesses because they have competitive advantages that allow them to differentiate themselves from the herd.
Dec 27, 2021 • 7 tweets • 2 min read
PALANTIR $PLTR:
Palantir has one of the stickiest business models as a SAAS company. It's important to understand why they are so sticky and how they will use that stickiness to continue to grow over time:
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A SAAS (software as a service) company can survive and scale if clients continue to pay for the subscription to use the software.
PLTR has an average revenue of $8.1M per client. Pretty high for a SAAS company.
I believe the reason for this is bc clients really see the value.
Dec 27, 2021 • 6 tweets • 2 min read
PALANTIR $PLTR:
Why I Invested 25k (now 30k) into the stock:
BTW, I'm a finance/stocks youtuber and i do a lot of DD on Palantir. Feel free to subscribe on youtube and check out more of the content in depth:
I really enjoy some of the core growth potentials of $PLTR.
If data is the new oil, then the more companies are going to rely on data, the more they are going to need software to understand that data, otherwise the data is worthless.
