Emir, from the bottom of my heart u r the best, always looking forward of watch your YT, and don't hv to apologetic of too long or too short the video, yours always long enough with substances and short enough not to get viewers feel bored. I always respect u for the very detail and insightful break down of different segment and different parameters, ratio and most of all ur accuracy of ur prediction. Thank you so much Emir
You remind me of Aswath. Very articulate, I am learning much more about how intrinsic value is arrived at. Thank you for providing insights into the future growth trajectory. Can't wait for your next revision on fair market price. You've become my favorite go-to when searching out podcasts.
Aswath is a huge influence on my approach, but we don't share much in terms of how we approach investing (just valuation). In any case, that is one of the best compliments I could ever receive, Tommy! I have actualled reached out to him to come and appear on the channel, let's see!
Thanks for the content. The narrative of acceleration and margin expansion is critical for intrinsic value. In addition to your points about the 'acquire, expand, scale' graph, these two questions might help us better understand how long the acceleration can be sustained: Is there always room for improvement when building and developing an ontology, or does the benefit start to plateau at some point? On a scale of 1 to 10, how saturated is Palantir’s own ontology? Does the relationship between the advancement of customers' ontologies and the revenue Palantir earns from them largely linear in nature? For example, are the top 20 revenue-generating customers also the ones with the most advanced ontologies?
Thanks for watching! We don't have any insights into the questions you are asking, but to adress the first question, there's no plateau. It's a necessity in order to build businesses and take them into the future; a pillar. It's not so much about the size, but the quality of the objects. A framework, in a way
Wondering in what way they monetize its AIP? Usually AIP and ontology or whatever platform services is provided as a total package? How do they charge AIP in addition? Usual Thanks Emir
Oh, btw what do u mean by AIP monetization? Do they start charging client for the use of the AIP, to every single customer of using AIP? Before that they didn't? If so going forward that will be great great news! Thank so much and looking forward for ur reply. Thank you Emir
$65 going to look cheap soon. The time reduction of what AIP has been doing for these companies is unprecedented. PLTR is not just an enhancement but it’s become a skill set.
You could put out an 8 hour video and I'd watch it. I love watching these man
same.
Don't give me ideas now.. :D
Thank you so much, those kind words really matter to me!
Please never do that because I will watch it too. I need to finish Metaphor!!
Your vids have taught me a lot about the company’s mechanics and business metrics in general. Much appreciated as always.
Thanks, man!
I am learning too; as Munger says, never stop learning! Let's journey together :D
Awesome analysis as usual! Thanks!
Thank you for the kind words! I will do my best to continue to deliver, even better and more frequently! :D
Emir, you are the best. High quality analysis and quantitative insights. really appreciate you man.
YOU ARE!
Emir, from the bottom of my heart u r the best, always looking forward of watch your YT, and don't hv to apologetic of too long or too short the video, yours always long enough with substances and short enough not to get viewers feel bored. I always respect u for the very detail and insightful break down of different segment and different parameters, ratio and most of all ur accuracy of ur prediction. Thank you so much Emir
As always, I really appreciate that you took the time to watch and comment again! It means a lot!
You remind me of Aswath. Very articulate, I am learning much more about how intrinsic value is arrived at. Thank you for providing insights into the future growth trajectory. Can't wait for your next revision on fair market price. You've become my favorite go-to when searching out podcasts.
Aswath is a huge influence on my approach, but we don't share much in terms of how we approach investing (just valuation). In any case, that is one of the best compliments I could ever receive, Tommy!
I have actualled reached out to him to come and appear on the channel, let's see!
I learn so much from you! I really value you. Thanks.
Thanks! Let's learn together! :D
Wecome back, Emir! Now I watch and listen...... Thanks in advance.
Make sure to let me know how you found it, and be critical if there anything I can improve! :)
Superb analysis as usual! Good length as well. Thank you!
Thank you, it means a lot! I will do my best!
Me says yes, they can keep it up. Party On! Now I watch the Vid. ✌️✌️✌️🥳🥳🥳
Hmm Type F Capital! Cool name, tell us more 😁 and thanks again for the content, great materials and insights!
Hehe, just my own equity research firm! Nothing special about it, but thank you for noticing! :D
Appreciate you watching again, Gordon!
Appreciate these videos cos I’m trying to make sense of these current valuations
@@dialac1 Let me know if you manage to, because I cant currently 😂
Second! Hope you're feeling better, Emir 😀
YOU GUYS ARE TOO QUICK! :D
Emir, always great to see you!
And even greater to see you!
Thanks for the content. The narrative of acceleration and margin expansion is critical for intrinsic value. In addition to your points about the 'acquire, expand, scale' graph, these two questions might help us better understand how long the acceleration can be sustained:
Is there always room for improvement when building and developing an ontology, or does the benefit start to plateau at some point? On a scale of 1 to 10, how saturated is Palantir’s own ontology?
Does the relationship between the advancement of customers' ontologies and the revenue Palantir earns from them largely linear in nature? For example, are the top 20 revenue-generating customers also the ones with the most advanced ontologies?
Thanks for watching!
We don't have any insights into the questions you are asking, but to adress the first question, there's no plateau. It's a necessity in order to build businesses and take them into the future; a pillar. It's not so much about the size, but the quality of the objects. A framework, in a way
Thanks!
Wow, thank you Paul! I really appreciate the kind words and the support- I will make sure it goes towards creating more and better content!
@ looking forward to it!
Thank you Emir,,,Barry from Alaska👍
Happy to see you here Barry!
Wondering in what way they monetize its AIP? Usually AIP and ontology or whatever platform services is provided as a total package? How do they charge AIP in addition? Usual Thanks Emir
AIP is part of foundry, and ontology is a prerequisite to my understanding (I Never worked with foundry or aip)
Oic thanks Emir
Wait until oracle and Microsoft azure and AWS subscriptions start rolling in!! Will we ever know the stats from each clouds subscriptions?
Palantir is historically not reporting much of granular details at all. I hope it changes!
Thank you!
I really appreciate you watching, Melinda!
Oh, btw what do u mean by AIP monetization? Do they start charging client for the use of the AIP, to every single customer of using AIP? Before that they didn't? If so going forward that will be great great news! Thank so much and looking forward for ur reply. Thank you Emir
It launched without any concrete plans or ways to monetize. However, recent data suggests that Palantir is starting to charge customers for AIP now!
Wow great great news.
I saw a price target of $9 for Palantir from RBC lol
Rishi raised it to a whopping $11! :D
$65 going to look cheap soon. The time reduction of what AIP has been doing for these companies is unprecedented. PLTR is not just an enhancement but it’s become a skill set.
Starting to look like it! :D $47 is my fair intrinsic value for the business, but even lower $50s doesn't seem too overvalued
Whats ur comment of PLTR moving to nasdaq listing? Whats ur fair value on PLTR for 2025? Thank Emir
First!!
Wow, well done. I don't think there's a lot of competition but that was impressing how fast I got the notification :D
And just 1 day after the stocks goes to 66 :D
It's crazy :D
Trump-vance efficient? Lmao you guys really dont understand what the gop is since the last 30 years when it comes to financials "efficience"
Let's see! :)
Thanks!
Wow Tommy, thank you again for the support! Not needed of course, but I truly appreciate it!
Thank you!
Thank you for watching, it means a lot!